Financial Advice Services

  • Face to face meetings with Customers to discuss their current financial situation – totally confidential
  • Debt restructuring advice and preparation of proposals to send to Bank’s on behalf of Customers
  • Detailed financial report provided to Client with recommendations for future strategy
  • Attend meetings with financial institutions on behalf of, or with, the customer
  • Advice for business customers on the most cost efficient way to structure their banking facilities
  • Advice for customers not yet in arrears but struggling with current debt repayments
  • Assistance with Completion of bank paperwork requirements e.g. net worth statements, income & expenditure spreadsheets, Standard Financial Statements etc
  • Assistance with, and sourcing of, loan applications for new and existing businesses
  • We take the pain out of mortgage applications by dealing with the Bank on your behalf to ensure you get the best deal available

Pricing Structure

  • Very competitive rates
  • Up front disclosure
  • Fees will be collected on a “pay as you go” basis, to ensure no surprises for either party at the end of the process