Our Services

We consider all suitable options with you before making a recommendation - for instance using lifetime mortgages as well equity release and writing life insurance in trust so the policy doesn't form part of the estate in the event of a claim.

Our mortgage recommedations include to direct to lender products helping ensure you secure the most suitable product for your needs and we often include guarantors to help ensure sufficient income is disclosed to secure the best rate.

We'll stay in touch on a regular basis and respond to any lifestyle changes such as promotion, moving home, family additions and retirement.

Your home may be at risk if you do not keep up repayments on your mortgage or other loan secured on the property. As we are independent you have the option to pay a fee for the advice we provide. Typical mortgage fee 0.3% often covered by lender procuration fee.

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Heathcote Financial is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.

This website is approved by The Whitechurch Network Ltd (Authorised and Regulated by the Financial Services Authority). All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions. FSA Registration No: 494410

The Financial Services Authority does not regulate all forms of Estate Planning and is not responsible for advice on Tax Planning and Wills.