We are here to help you plan your financial future, from buying your first home to planning your retirement, we are ready to start the journey with you.
Our approach is centred around you and what you want to achieve. Once we have an understanding about what you want to achieve we will present our advice to you in a clear and straightforward way. We encourage you to ask any questions you have along the way. We understand that the financial world can be full of jargon and our aim is to put you in a position where you are in control of your own goals.
Whether you are a first time buyer, looking to move
home or are coming towards the end
of your existing deal, we are here to help you.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT
KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Our financial planning service is designed to build a plan
with you to achieve your financial goals. This may be
looking at any workplace pensions you have
accumulated over the years, when could you afford
to retire or if you are already retired
is your income sustainable?
The financial world can be confusing. Our aim is to provide you straightforward advice that is based around you and what you want to achieve.
1
It’s important that we understand your goals and when you want to realise them.
2
We will clearly explain to you why and how our recommendations help you meet your goals.
3
Once you are happy and comfortable with our strategy we will guide you through the next steps and be there every step of the way, keeping you informed throughout.
Schedule a fee free consultation with our team and let’s make things happen!
We’re mortgage and financial planners with an approach that is centred around you and what you want to achieve.
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Rourke’s Mortgages & Financial Planning is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
You can find us on the FCA Register under the reference number 830079.
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The information on this website is for use of residents of the United Kingdom only.
No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Approved by The Openwork Partnership on 29/04/2024.
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The internet is not a secure medium and the privacy of your data cannot be guaranteed.