OUR SERVICES

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Retirement Planning

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If you are starting to think about retirement you probably have lots of questions. "When can I retire?", "Can I afford it?", "How much are my pensions worth?", "How do I access my pension?" are probably just a few of these. At Mosaac we realise that retirement can be a confusing time and that many of these questions need to be answered in order that you are able to make an informed decision. We can support you to ensure you have a full understanding of your pension so all you have to plan is your next holiday!

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Pension Options

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Saving a small amount over a long period of time will really help to enhance the value of your pension. Understanding the potential future value of your pension pot can help you to make the right decisions as you progress through your working life. Our advisers will work closely with you, monitoring your fund and making sure your on track to reach your retirement goals

Investment Advice

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When you arrange a meeting with one of advisers to discuss a potential investment they will spend time with you to find out more information. The reasons for the investment, how much you need to invest and how long you are planning on investing for. From there our advisers can research your options and start to make recommendations about the best type of investment for you. 

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Independent Mortgage Advice

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A home is often the largest purchase you will ever make so making sure that you have the right person to advise you on your mortgage is vital. Our mortage advisers specialise in finding the best product for you and will be with you every step of the way. Right until you collect the keys to your dream home

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Financial Protection Advice

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Could you and your family manage if an unexpected event turned your life upside-down? Are you protected should you lose income due to ill health or the loss of your job? Our advisers can discuss the range of products available that will help you to rest easy, knowing that you're protected whatever life brings your way 

Team Meeting
Business Advice

We are able to provide a wide range of services to business owners and senior managers, including setting up workplace pensions or assessing your existing scheme, directors pensions and related tax efficiency. We can support you with business protection, ensuring you are protected if a key member of your team is ill and how to protect remaining shareholders in the event of death of a key person