Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Mortgages
Mortgages are one of the largest single transactions in most people’s lives.
General Insurance
Whether you rent or own your home, insuring it is the right thing to do.
Inheritance tax
Inheritance tax is a tax levied on a person’s estate when they die and on certain gifts made during an individual’s lifetime.
Healthcare Professionals
With a wealth of experience in dealing with Doctors and Dentists and working closely with Condies Health, we offer a dedicated service to health professions.
Corporate Planning
We appreciate that running your business takes up most of your time. We have therefore developed a range of services which can be tailored to meet your requirements.
Contact us
Please get in touch to find out how we can help you with your financial objectives and goals. One of our experienced team will be more than happy to help.
Testimonials
“We have been dealing with Randal and Terri for years now, from buying our first home to the mortgage on our current home. Wouldn’t go anywhere else. They are always so friendly and helpful.”
IW
“I cannot recommend Jamie highly enough as my financial adviser. With his expert guidance on my drawdown strategy, I’ve been able to navigate my retirement finances with ease and confidence.”
MC
“We’re absolutely delighted with everything Randal and Terri have done to help us sort our mortgage. They were always super fast when replying to our constant emails full of questions and nothing was ever too much for them.”
CM
Want to know more?
To find out more or to arrange a meeting with us, please call 01383 344 766, or email info@condieswealth.co.uk