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