Services
It is our aim to ensure that you have the best possible independent advice when planning your financial future.

Our services include a review of your existing arrangements:

When was the last time your pensions, savings and life assurance plans were reviewed? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.

Pension Planning

Personal Pensions, Stakeholder Pensions, SIPPs, SSASs, EPPs, Section 32s, RACs, Money Purchase Schemes, Final Salary Pensions, AVCs and FSAVCs

Investment Planning

Investing for growth or / and Income through Investment Bonds, Offshore Bonds, ISAs (including ex-PEPs), Unit Trusts and OEICs.

Life Insurance

For family, mortgage and business protection.

Income Protection

Replacement Income in the event Sickness, Accident and Disability.

Critical illness protection

Provides a Cash Lump Sum on Diagnosis of a serious illness such as heart attack, stroke, cancer, etc. or total disability.

Business & keyperson protection

To protect a business from the effects of losing a Key Director or Key Employee through death or illness.

Savings plans

Various schemes to plan for future requirements such as children's education, wedding expenses, 18th or 21st birthday present, deposit on a first home or any other purpose.

Annuities

Capital investment to purchase a guaranteed income.