What We Do

We take the holistic approach

At Together, our advisers like to sit down with our clients, understand where they are now, and where they would like to be in the future. We can then plan a route to help achieve these goals. There may be unexpected detours along the way, but we will be here to help navigate a new route to reach the destination.

This will often involve collaboration with other advisers along the way, to ensure you are making the most of what you have, whether this involves utilising your tax allowances, reducing the interest you pay on your mortgage, or protecting your wealth for those you love, our aim is to help you plan for a more comfortable financial future.

Mortgages

Finding a mortgage could be so much simpler. Currently, it is a lengthy process to find the right mortgage deal for yourself. Let’s make it more comfortable.

With Together Financial Solutions, you will be assigned a personal adviser, who will look after you throughout the process and take on many of the responsibilities which can be daunting or confusing without guidance.

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Investments

We work with Intrinsic to provide an investment service which matches our beliefs and philosophy.

Taking financial advice is an important first step in getting the support necessary to ensure that you have an excellent opportunity to achieve your goals and objectives. But there is more to investing than putting spare cash into an account and hoping for the best.

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Pensions

Pension Freedoms mean that you no longer have to purchase an Annuity with your pension pot, so, there is now far greater flexibility and choice, and ultimately this means better value for money from your retirement savings.

Have you thought about saving for your retirement? A quick review of the facts from us could leave you pleasantly surprised.

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Insurance

Being prepared for the worst means that you can be your best. Insurance offers a safety net for when things go wrong and allows you to get back on your feet with minimal disruption to your day-to-day routine.

Should the worst become reality, you and your family will be in a better position to deal with it, having planned ahead.

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Equity Release

Also known as a Lifetime Mortgage, Equity Release is a way to borrow money against your home whilst continuing to live in and own it.

Equity Release is aimed at those who are approaching, have reached, or are beyond retirement age.

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We’re here to help answer your questions. As an open and honest organisation, we take pride in our service and the way in which we treat our clients.

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Together Financial Solutions Portal

Using ‘The Portal’, you can take control of your investments independently, whilst still accessing our support when you want it.

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We take the holistic approach

Mortgages

Investments

Pensions

Insurance

Equity Release

Additional information

Life Cover

Protection

Commercial

Helping Hands

Ready to talk?

We’re here to help answer your questions. As an open and honest organisation, we take pride in our service and the way in which we treat our clients.

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Together Financial Solutions Portal

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