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Mortgage and Protection Advisor in Carlisle

Ian Watters

I am a Mortgage and Protection Advisor in Carlisle, providing mortgage and protection advice throughout the Cumbria and Scottish Borders, but I can also provide advice further afield if required.

My focus is always on providing the best long-term advice for my clients. Getting to know my clients and helping them are my greatest reward, and the main reason I enjoy doing the job that I do after all these years.

I specialise in providing clients with advice on residential mortgages, buy to let, life time mortgages, equity release and protection.

If you are looking for an experienced mortgage and protection advisor in Carlisle, please get in touch to book your free initial consultation.

Financial Advice Services


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My Mortgage and Protection Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange the mortgage and any related protection plans that you may need, keep you informed of progress and ensure the process runs smoothly and efficiently.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your circumstances remain up to date and will give you regular updates and information.

Financial Guidance