Professional advice to individual and corporate clients

Our Expertise

We are offering a full range of face to face professional advice to individual and corporate clients

on financial matters:

Savings & Investments

Helping you to decide on your savings and investment options may include the following:

Individual Savings Accounts (ISA’s)

Open Ended Investment Companies (OEIC’s) & Unit Trusts

Investment Trusts

Investment Bonds

Off shore Investments

Venture Capital Trusts (VCT’s),

Enterprise Investments Schemes (EIS)

Retirement Planning

& Pensions

Helping you to decide on your retirement options may include the following:

Personal Pensions

Stakeholder Pensions

Self Invested Personal Pensions (SIPPS)

Annuities

Income Drawdown

Auto Enrolment

Mortgages - Commercial*

& Residential

Amongst the people that we help with their mortgage planning needs include the following:

First Time Buyers

Remortgages

Landlords (Buy to Let)*

Help to Buy

Right to Buy

Commercial Lending*

* These services are not regulated by the

Financial Conduct Authority

Family Protection

Helping you to decide on your Protection options may include the following:

Life Insurance

Critical Illness Cover

Income Protection

Mortgage Protection

Business Protection

Helping you to decide on your Business Protection options may include the following:

Key Person Insurance

Share Protection

Relevant Life Plans

Partnership Protection

Estate and Inheritance

Tax Planning

Helping you to decide on your Estate & Inheritance Tax Planning options may include the following:

Whole of Life Policies

Discounted Gift Trusts

The use of Trusts

Gift Inter Vivos Policies