Financial Planning

With our in house and independently qualified associate, Steve Robinson from Mortgage Solutions (Caister) Limited, they can help our clients to improve their financial position and help them achieve their financial objectives by working with us as mutual advisers to the same client.

They are creative and practical in their thinking and highly qualified. Mortgage Solutions (Caister) Limited works closely with Fenn & Co so that clients receive a fully integrated financial service. This saves you time and gives you peace of mind in that you know all the angles are covered and that we can give the best technical input in arranging your financial affairs in the most effective and efficient ways.

Most of our clients come to us by referral, from professional connections or from our existing clients.

Mortgage Solutions (Caister) Limited delivers comprehensive financial advice across a range of areas:-

Whole of market mortgage advice
All mortgage advice and products
Commercial lending from a panel using all the market
All insurance advice and products
All pension advice and productss

Mortgage Solutions

Fully integrated with this service, Fenn & Co offer the following complimentary services:-

Completion of statutory returns and accounts, etc.
General tax planning
Tax advice as to retirement planning
Estate and inheritance tax planning

Mortgage Solutions

Telephone: 01493 720527
Fax: 01493 720231
Mobile: 07724117634