Our Services
We provide a comprehensive professional service offering advice on all areas of financial planning. Whilst not exhaustive, the list below shows some of the areas that we offer advice in:
Personal Investment
Investment Planning for Income Tax, Capital Gains Tax and Inheritance Tax mitigation
Investment Portfolio structuring
Personal Pension Plans (including Stake Holder Pensions)
Self Invested Personal Pensions
Advisory service for Open Market Options on pensions at retirement
School fees provision
Regular and Lump sum savings schemes
National Savings
Building Society and Bank Schemes
Personal Equity Plans
Individual Savings Accounts
Unit Trusts
Investment Bonds
Portfolios for income
Portfolios for growth
Traded Endowments
Corporate Planning
Partnership & Share Protection
Keyman Assurance
Group: Life, Health, Critical Illness
Group Personal Pensions
Double option agreements
Buy/Sell Agreements
Corporate Investments
Personal Protection
Life, Health, and Critical Illness cover
Income protection
Redundancy, Sickness & Accident cover
