Expert Financial Guidance for a Secure Future
Andy Wilson Financial Services Ltd is a distinguished financial adviser company situated in the heart of Lincoln, Lincolnshire. Spearheaded by Andy Wilson, a seasoned financial advisor with 39 years of experience, the company specialises in offering Equity Release advice and plans tailored for the retired population, and arranging Mortgages of every kind for clients based both locally and nationwide. Additionally, our firm provides expert advice on Life Insurance and Income Protection for individuals and families. Our dedicated and experienced team, consisting of mortgage adviser Robert Drury, mortgage adviser Steve Taylor, and co-director Tina Wilson, is committed to furnishing clients with sound financial planning and support.
Our Services: Equity Release
Equity Release is a rapidly expanding market, enabling homeowners aged 55 and above to tap into the wealth accumulated in their property. At Andy Wilson Financial Services Ltd, we offer guidance on various schemes and options, outlining the inherent risks and safety measures built in. We provide access to calculators, assisting you in estimating the amount you can raise. Moreover, our firm can advise and arrange Lifetime Mortgages while referring to an approved specialist for Home Reversion Schemes. It is essential to note that a fee applies for Lifetime Mortgage advice, with the exact amount depending on individual circumstances.
Our Services: Mortgages
If you are a first-time buyer, interested in buy-to-let mortgages, or contemplating remortgaging, you will find a wealth of information and guidance. For those embarking on a home purchasing journey, we elucidate the initial setup costs involved and provide clear guidance on the processes. We also introduce and explain the new 'Retirement Interest Only' (RIO) mortgages. The Andy Wilson Financial Services Ltd team is proficient in handling a diverse range of mortgage enquiries. With mortgage adviser Robert Drury managing most of our mortgage enquiries, Andy Wilson can concentrate on the equity release aspect of the business. Furthermore, mortgage adviser Steve Taylor, who recently joined our team, operates from his office in Branston, near Lincoln.
Our Services: Protection
The financial impact of a life crisis, such as death, serious or long-term illness, or redundancy, can be profound. At Andy Wilson Financial Services Ltd, we offer life insurance plans and income replacement strategies to help mitigate the financial consequences of such events. Our experts clarify the workings of life insurance and the different types of plans available.
Booking a Meeting
Meetings for mortgage advice usually take place at our offices in Skellingthorpe and Lincoln High Street, conveniently equipped with on-site parking facilities. However, equity release advisory meetings with Andy typically occur at clients' homes, regardless of location. We offer the option of virtual, face-to-face encounters using a selection of video calling platforms. Kindly inform us of your preferred meeting method. Please note that all initial meetings are conducted free of charge.
Overview of Mortgage Advisory Services
The reviews suggest that the mortgage advisors, particularly Robert Drury and Andy, have provided exceptional services to their clients.
Professionalism and Expertise
The advisors have been praised for their professionalism, expertise, and ability to explain complex mortgage processes in a clear and concise manner. They have been able to answer clients' questions, alleviating their concerns and doubts about the mortgage application process.
Trust and Reliability
Clients have commended the advisors for their trustworthiness, reliability, and prompt communication. They have been found to be approachable, knowledgeable, and willing to provide guidance throughout the mortgage application process.
Personalized Service
The advisors have been able to provide personalized services, taking into account their clients' individual circumstances and requirements. They have been able to offer tailored advice, enabling their clients to make informed decisions about their mortgage applications.
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