North Somerset Mortgage Advice

How we can help?

Many dream of the future. We make it happen.

Mortgages

We can help you finance a new home, buy for the first time, buy a property to let out or remortgage your existing property.

Click to find out more about mortgages and how we can make the process simple for you by offering you the services of a professional consultant to provide mortgage advice.

Trusts & Wills

If you die without a will, you die intestate and your estate is distributed as per the rules of intestacy.

It is easy to prevent this issue by writing a will.

If you have existing protection arrangements, it may be appropriate to place it into a trust.

To find out why, please click to find out more.*

Protection is all about protecting you, your family and your business in the event of death, serious illness or short term incapacity.

Click to find out more about when to consider protection, why it is important and some useful tools to help you identify your personal risks and priorities.

Insurance

We have access to a range of insurers and can help you to organise appropriate buildings and contents cover. If you are a landlord, we can help arrange your landlord insurance.

Click to find out more about this.

Other Services

We work closely with other Financial Advice businesses and can put you in touch with the right adviser to help with your specific needs.

Click to discover just how comprehensive the services our associates offer are.

Whole of Life

If you are looking to leave a lump sum when you die to either cover your funeral costs, pay your Inheritance Tax liablility or to ensure your family are in a financially better position, then whole of life could be what you need.

Click to find out more about the benefits of a whole of life plan and how we can help you decide if it is suitable for your circumstances.

*Wills and Trusts are referred to a third party. Neither Avenir Financial Solutions Ltd nor PRIMIS are responsible for the service received. These services are not regulated by the Financial Conduct Authority and may have limited consumer protection.

Our overview of services is a guide of what we can offer, however to discuss your individual needs, please contact us without obligation by clicking here.