Cailean Mortgages

General information

A financial planning service tailored to your needs that will help you understand where you are financially, where you want to go and what you need to do to get there. Once your financial plan is in place it will be reviewed with you on an ongoing basis to see if any changes are needed to stay on track. There can be lots of changes in life – some planned and others that are unexpected. If your aims have changed a new plan can be created for you.

When you become a client we become a team. Care is always taken to work with you so that you understand your financial plan and what it aims to achieve. Reviewing your finances can be scary in many ways but working together with someone who understands you and that you trust will act in your best interests is a big help.

The more information you can provide and the more open you are, the better my advice can be tailored for you. Sometimes the small pieces of information can be the most important.