robert elliot

t: 01883 621 088

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Mortgages

Mortgages are possibly the largest single transaction in most people’s lives. Buying a property can be a stressful and time-consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable deal, rather than simply accepting a lender’s offer.

Robert Elliot Wealth Management are committed to finding you the right mortgage that suits your individual requirements and circumstances. As your mortgage will be one of the biggest financial commitments you will ever make, we believe it is vitally important to make sure you always have the most appropriate mortgage available. We will also guide and assist you through each step of the home-buying process.

There could be a number of reasons why you would want to move house, such as wishing to move to a bigger property, downsizing or simply moving to somewhere more preferable. Whatever the reason, it can still be a very stressful experience, especially if you haven't moved for some time. At Robert Elliot Wealth Management, we understand each step involved and realise that most transactions require a simultaneous completion. Our advisers can guide and assist you through the full process, and we strive to liaise with you and all other parties to make your experience as pleasant and as stress-free as possible.

At Robert Elliot Wealth Management, we have access to the whole of the mortgage market. Our team of advisers has the necessary knowledge, experience and understanding to find the best value for you based on your needs and circumstances, and we can guide you through and assist you with all the required criteria.

Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.


Pensions

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.


Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.