Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Mortgages
Mortgages are one of the largest single transactions in most people’s lives.
Wills & Trusts
If you die without a Will, then the government will decide who will inherit your estate.
Auto enrolment
Auto enrolment helps people save for later life through a workplace pension.
Long-Term Care
It’s important to consider planning for long-term care to protect you and your family.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Useful Information
Having a survey carried out on a property before you commit to buying it makes financial sense
Want to know more?
To find out more or to arrange a meeting with us, please call
01603 364788, or email enquiries@charles-mayo.co.uk