Professional Relationships

No man or woman is an island – and for that matter, neither is any business. Carloumi Private Finance prides itself on the professional relationships it has cultivated with many businesses around the country. Some of these professional bodies refer their clients to us as they value the advice and service we provide and feel what we offer, enhances their own business model and proposition.

Carloumi Private Finance are principally independent mortgage and financial planning consultants, however in the course of our business we do sometimes discover other needs that our clients may have, needs that we are not able to provide advice within. In these circumstances we choose to work closely with other like-minded firms and individuals to address these areas on behalf of our clients.

These areas may include, but are not inclusive to:

Pension planning, investment advice, wills and trusts, equity release and Sharia compliant lending.