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