A Financial Service as individual as you

Our clients have their needs, goals, dreams and ambitions. We have the skills to help you choose the correct financial direction and the best path to get there.

Mortgage Advice

Mortgages are likely to be the largest financial commitment you make and its important that you find the most suitable mortgage for your circumstances.

  • The 'Blueprint way' is to meet you to understand your needs and then tailor our support to lead you through the complex world of lending to the right mortgage for you. We'll access the whole of the market, looking beyond the interest rate to guide you to the most suitable scheme for your circumstances.

    We will provide support throughout, helping you to complete the application, liaising between solicitor, conveyancer, lender and estate agent, simplifying jargon and explaining exactly what is happening throughout the process.

    We will stay by your side providing guidance on how to have sufficient protection if you were unable to make payments on your mortgage and building a relationship you can trust as your circumstances change

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    Download our Mortgages & Protection Services Brochure for more information:

    Download Brochure (PDF)

Pension Advice

  • Pensions offer an unrivalled opportunity to secure an income for when you don’t want to work so hard.

    Modern pension planning is about creating a plan to build funds to provide income when you are no longer working; and having meticulous and sensible plans to access your funds in the most tax efficient manner.

    The 'Blueprint way' is to meet you and take time to review your existing pension arrangements. We will build a plan tailored to your circumstances, explaining what role your existing arrangements perform and guide you through what other pre-retirement planning is needed to achieve your goals.

    Building a relationship on trust that could last many many years we will work with you to ensure that your plan develops and changes with your circumstances. Being by your side to give guidance and support when the time comes to access your funds and building new plans for your post-retirement goals.

  • Protection Advice

    Most of us protect our possessions but not our income, failing to provide for those dependent on it should it cease through death, sickness or unemployment.

    The ‘Blueprint way’ is to understand your worries and build a personal portfolio of policies, utilising your existing plans where possible, to give you peace of mind.

    We know there is more to buying insurance than finding the cheapest quote and our tailored approach will make sure that you spend your money wisely on the right solutions.

    We will guide you through ownership and trusts so that the money when its needed is in the right hands at the right time. And as your trusted adviser, when the time comes, we will provide support to those you have provided for.

    Download our Mortgages & Protection Services Brochure for more information

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  • Types of insurance include:

    • - Term assurance

    • - Whole of life assurance

    • - Income protection & unemployment insurance

    • - Accident/Sickness insurance

    This Payment Protection Insurance is optional. There are other providers of Payment Protection Insurance and other products designed to protect you against the loss of income. For impartial information about insurance, please visit the Money Advice Service website

  • Savings Advice

    Regular saving or a lump sum investment, its important to have a plan.

    The 'Blueprint way' is to understand what you want savings for and build a plan to help you achieve it. This will be tailor made for you taking into account your objectives, timescales and any existing savings.

    We will guide you through the use of saving, putting money aside bit by bit for something specific like a deposit on a home or an emergency fund or investing, taking some of your money and trying to make it grow by buying things you think will increase in value like stocks or shares in a fund.

    For most people it is a combination but what is right for you will depend on your objectives, how much risk you want to take to get the rewards you are after and when you want to get your money back. As these may change over time we will help to ensure your plan stays up to date to achieve your goals.

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Testimonials

  • Without you this would not have been possible and I am so grateful for the dedication you have shown towards the case. Nobody else could help and you have given me so much time over the past months I cannot thank you enough.

    WH Taunton

  • Thank you so much for all your help with our mortgage, and helping us get moved before Christmas. We were really very grateful for all your support and are very happy to be in!

    Christian Dietrich & Lorna Pelly of Maldon, Essex

  • Very professional and reliable from beginning to end. This company is clearly out to make a difference to the level of service offered to customers

    Steph Masters

  • Very big thank you for helping us sort out our mortgage, we really appreciate the effort and hours you put in just so that we were able to buy our first house.

    Robert Curtis

  • You have a unique style which puts clients at ease; good, solid advice, no pressure and no attempt to sell products that are not required. Most of all you foster trust and that's absolutely vital with financial products.

    Mark - Swindon