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With the help of Slater Financial I can relax safe in the knowledge that my savings are working hard for me.

Julie Carter

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There are many ways in which you can benefit from good quality, cost effective independent financial advice.

View our Success Stories below to see how we can help with mortgages, pensions, investments and insurances

Retirement and Pensions

Like investments, pensions should be reviewed regularly to make sure your plans are still on track and your portfolio reflects your attitude to risk. As more cost-effective plans have come on to the market in recent years, you may also find there are now pensions with lower charges and more fund choices available, so you could build up a larger fund to retire on. With an annual review you can make sure you get the best results possible – the results you deserve.

Mortgages

We’ve been advising on and overseeing mortgage applications since 1992, so have vast experience in helping find the right type of deal for clients rather than lenders. Whether it’s a new property, Buy to Let, self-build, or any type of remortgage we can point you in the right direction – and sometimes that’s all we do, as occasionally the most attractive deals are only available by applying direct to the lenders. If so we can still help.

Insurance

For successful protection planning it’s vital to consider the possible financial consequences of unforeseen events such as a long term illness or death – how would you provide for those you love if something were to happen to you?