Services

We specialise in providing advice in the following areas:

Investment Planning and Wealth Management

• ISA
• Unit Trusts
• Investment Bonds
• Offshore Investments
• Regular Savings
• Specialist Investment Schemes
• Investment Trusts

Mortgages

• Purchase
• Remortgages
• Equity Release / Lifetime Mortgage

Protection

• Life Protection
• Income Protection
• Ill Health Cover
• Critical Illness
• Private Medical Cover
• Accident Sickness & Redundancy

Retirement Planning

• Personal Pension Plans
• Stakeholder Pension Plans
• Self Invested Personal Pension Plans (SIPPS)
• Small Self Administered Pension Schemes (SSAS)

Pre Retirement Planning

• Annuity Purchase
• Income Drawdown
• Alternative Secured Pension
• Equity Release & Home income Plans

Inheritance Tax Planning

• Trust Based Arrangements
• Gifting
• Will Writing
• Whole Of Life

Corporate Financial Planning Services

• Key Man Cover
• Group Pension
• Group Income Protection
• Group Life Cover
• Staff Benefit Packages
• Debt Refinancing
• Directors Pension Planning