Savings & Investments

Whether it’s your existing holdings or you wish to discuss something new, we can guide you through your options and be with you every step of the way. The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Retirement Planning

Maintaining your existing standard of living in retirement is most people’s goal. Whether you are yet to start planning, have some plans in place or retirement is fast approaching, we can offer suitable advice individual to you.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Mortgage Squared is a Trading Style of Closer Financial Partner meaning that we can also offer you the opportunity to discuss your Investment and Pension needs with a specialist.  With over 60 years’ experience between them, you can be sure that not only you’re Investment, but your future is in safe hands. Their focus is you, always.
Closer Financial Partners

Financial calculators and helpful guides

Financial calculators

Our mortgage calculators are there to help you get your head around all the figures.

Helpful guides

Sometimes we can get inquisitive and want to know more so here are some guides to help you.


Protecting your future is always a great idea. Please feel free to contact us for details.

Stamp duty

You must always factor in stamp duty when considering how much deposit you need to buy a house.


We are a friendly, helpful team of expert advisors and would love to assist you.