Home Mortgage Brokers

  • 71-75 Shelton Street, Covent Garden, WC2H 9JQ, London.
  • 2A Caxton Point, Caxton Way, Stevenage, SG12XU
  • Office: 02045770009
  • The FCA Reference Number: 966893
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Additional Services

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Trusts And Wills

When it comes to properly allocating resources and reducing the burden of Inheritance Tax, seeking advice from professionals in the field of trusts and wills can be extremely beneficial. They can provide expert guidance on the best strategies for protecting your assets and ensuring that your loved ones are taken care of after you pass away. Whether you are just starting to plan your estate or are looking to make changes to an existing plan, working with a knowledgeable professional can help ensure that your wishes are carried out in the most effective and efficient way possible.

Trust and Wills are not regulated by the FCA.

Conveyancing

We’re here to help you find a great conveyancing firm that can take care of all the legal aspects of buying or remortgaging a home. This way, you can relax and let the experts handle the process without any added stress.

In the event that you need conveyancing services, we can confidently refer you to a trusted third-party provider.

Conveyancing is not regulated by the Financial Conduct Authority.

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Surveys

If you’ve found a property you’re really into, it’s important to make sure it’s in good condition before you buy it. A survey can help you discover any issues that could end up costing you a lot of money down the line. We can help you connect with a really good surveyor who will give you a detailed report on the property you’re thinking about purchasing.

In need of survey services? Rest assured, we can connect you with a reliable third-party provider.

Equity Release

If you are a homeowner over 55 seeking additional funds, equity release may be a viable option for you. With this financial solution, you can access your property’s equity without needing to relocate. However, the amount of equity available to you will depend on various factors, including your age, property value, and outstanding mortgage or loans. It is crucial to take the time to weigh the advantages and disadvantages of equity release before committing to it. This approach will enable you to make an informed decision that aligns with your personal and family needs.

We have the capability to provide you with a referral to a reputable and trustworthy third-party provider who specializes in Equity Release services. Home Mortgage Brokers Ltd cannot provide advice on the above mentioned services and we will refer you to a trusted partner, who may charge a fee for advice

This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration. Check that this mortgage will meet your needs if you want to move or sell your home or if you want your family to inherit it. If you are in any doubt, seek independent advice.

Wealth Management

  1. Retirement planning/retirement engineering- not only pensions, but use of other assets in order to plan for desired retirement.
  2. Inheritance tax planning/ intergenerational wealth distribution- how to build and pass wealth from generation to generation in the most tax efficient way.
  3. Tax planning- we analyse client’s tax position- make sure that all allowances and reliefs are maximised.
  4. Protection planning- life/income/CIC/IHT/business protection policies.
  5. Investment planning- utilising current market investment opportunity- wide range of investment funds depending on client preferences and attitude to risk. (Stock and Shares ISAs, JISAs, Onshore and Offshore Investments, Unit Trusts, UK and International Bonds).
  6. SOLLA– We are accredited by Society of Later Life Advisers, and we specialise in long term care planning.
  7. We provide advice for individuals and businesses.
  8. Personal Pension Plan and Employer Pension Scheme.
  9. SIPPs and SSASs pensions.
  10. Will writing and Power of Attorney- outsourced.

 

Home Mortgage Brokers Ltd cannot provide advice on the above mentioned services, and we will refer you to a trusted partner.

Some of our exclusive partners: