Services we offer

Investments

Retirement

Tax & Estate Planning

Life Assurance

• Collective Investments


• Unit Trusts


• Oeic's


• Investment Bonds


• Individual Savings Accounts and PEP's


• National Savings


• Shares


• Offshore Investments*


• VCT's


• Enterprise Investment Schemes

• 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

• Inheritance Tax Planning *


• Discretionary Will Trusts *


• Trust Planning*


• Capital Gains Tax Advice


• Wills *


• Enduring Power of Attorney *

• Life Assurance


• Critical Illness


• Income Protection


• Mortgage Protection


• Accident Sickness and Unemployment cover


• Family Income Benefit

• 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*