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Services we offer


We are able to provide advice on the following areas of financial planning.






Investments


Retirement


Tax & Estate Planning


Life Assurance


 

 

 

 

 



  • Stakeholder Pensions

  • Personal Pensions

  • Self Invested Personal Pensions

  • Small Self Administered Schemes

  • Section 32 plans

  • Executive Pension arrangements

  • Annuity Purchase

  • Income Drawdown

  • Phased Retirement

  • Post Retirement Planning

  • Divorce and Retirement Planning

 


 



  • Life Assurance

  • Critical Illness

  • Income Protection

  • Mortgage Protection

  • Accident Sickness and Unemployment cover

  • Family Income Benefit


Business Protection

Corporate Services

Commercial Mortgages

Residential Mortgages


  • Keyman Life Cover

  • Partnership Assurance

  • Shareholder Protection

  • Group Income Protection

  • Private Medical Insurance

  • Group Death In Service



  • Group Pension arrangements

  • Employee Benefits

  • Sale of Business Assets *

  • Exit Strategy Planning *

  • Management Buyout *

  • Tax Planning for Businesses



  • Commercial Mortgages *

  • Commercial
    Re-mortgages *

  • Capital Raising *

  • Business Expansion *

 



  • Re-mortgages

  • Residential
    Mortgages

  • Further Advances

  • Self Certified Mortgages

  • Buy to Let*

  • Lifetime Mortgage

  • Home Reversion Plans*

 

 



* The Financial Services Authority do not currently regulate this type of business.