Financial Planning

We are always happy to come and visit you to discuss the local property market in more detail and give you an up to date market appraisal.

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Financial Planning

Many people would like financial advice, whether it is planning for future retirement, sending your children to university, looking for investment opportunities, organising a big event like a wedding or just simple financial planning advice. We work with a financial adviser who can help you organise your financial affairs and advise you accordingly. They have experience dealing with private high net worth clients and therefore can also advice on wealth management.

Please contact us to find out more or arrange to speak to our financial planning adviser

Mortgages

If you’re looking for information about mortgages, you’ve come to the right place. We offer a wide variety of mortgage options, from fixed rate mortgages to adjustable rate mortgages, so you can find the perfect option. Our team of experienced mortgage professionals can help guide you through the process and provide you with the right information you need to make an informed decision. We look forward to assisting you find the right mortgage.

Insurance

Our mortgage broker is available to offer advice about comprehensive, cost-effective insurance policies to provide peace-of-mind protection for our customers. This service is designed to help individuals and businesses protect themselves and their loved ones in the event of an unexpected event or loss. Please don’t hesitate to reach out with any questions or concerns you may have. We look forward to helping you protect what matters most.

Wills & Probate

At Lundiniom, we strive to provide our clients with the best possible service when it comes to estate, creating personalised wills that are tailored to our clients’ individual needs, and provide a variety of probate services to ensure that your estate is handled in the most efficient manner We can also offer legal advice if you are considering releasing equity from your existing home or other properties.