We have over 30 years experience as financial advisers in the Solihull area across the West Midlands. We listen to your requirements and provide clear, jargon-free, sensible financial options.
Buying a residential property ? we are expert mortgage advisors, providing a comprehensive ?whole of market? choice of mortgages . This allows us to find potentially the most suitable mortgage for you at a competitive rate.
Re-mortgaging an existing property ? when did you last look at the market to check if you are getting the best deal? Let us give you a no-obligation quote TODAY.
Insuring a property and the ability to pay for it ? We are brokers for all types of property insurance and mortgage protection.
Investments, Savings, Pensions ? as with mortgages, we provide ?whole of market? choice for pension, savings and investment products, ensuring you are offered the most suitable financial products for you and your family?s needs.
Life Policies: We can assess the potential need for you to place any Life Policies into an appropriate Trust.
Inheritance Tax Planning (IHT): While the Nil Rate Band has been raised, it can still be surprisingly easy to fall into liability for IHT, payable at a rate of 40%! Step by Step can help you to plan carefully in order to minimise any liability.
Step by Step is a local, friendly, independent company, yet one with access to ?whole of market? resources. Our aim is to be your financial advisor over the long-term. We know that you?ll only use us again if we provide good quality products and advice that you can trust.