Transactional Advice

The Transactional Advice service meets your needs if you have a modest budget but need to start developing financial security. Your goals may be to buy a home, save for a rainy day, have comfort in retirement or protect your family.


Planning for the future should begin as soon as possible to give you the greatest chance of achieving your goals. Our Transactional Advice service offers you the opportunity to take small affordable steps towards your goals. These small steps can become larger when your personal circumstances allow. We help you get into the right habits early to make your journey through life easier.

We focus on giving you sound advice to be able to purchase a product that is most suitable for your needs as well as your goals.

The most common products we advise on are:

  1. Pensions to give you the opportunity to give up work
  2. Pension drawdown so that you can get your pension benefits
  3. ISA’s to save in a tax efficient way
  4. Life and critical illness plans to repay a mortgage or provide security for your family
  5. Income protection so that you can pay your bills
  6. Mortgages to help you buy a home
  7. Mortgages to buy an investment property.

If you’re looking for financial security our Transactional service is an affordable way to help you. You receive advice from a fully qualified and highly skilled and experienced adviser.

Client Story

Martin and Samantha

Martin and Samantha met with NTM Financial Services Ltd just after they were married. They had a modest income and no savings…

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Please watch our short video to find out how we can help you find the best mortgage either to purchase your first home or to re-mortgage to save you money.