Summary
We are a team of Independent Financial Advisers with over 62 years combined experience in the financial services sector.
Financial planning:
•Wealth management
Investments:
•Ethical investments
•Investing for income
•Investment trusts
•ISAs
•OEICs
•Offshore investments
•Socially responsible investments
•Traded endowment policies
•Unit trusts
Pensions:
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & divorce
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•Sipps
•Stakeholder
Protection:
•Accident & sickness
•Critical illness
•Healthcare
•Income protection insurance
•Life insurance
•Long term care
•Payment protection insurance
Savings:
•Lump sum
•National savings
•Regular savings
•Savings for children
•School fees planning
Tax & trust planning:
•Capital gains tax
•Estate planning
•Income tax
•Taxation planning
Business:
•Corporate pension
•Group critical illness
•Group income protection
•Group life insurance
•Group pensions
•Group protection
Mortgages:
•Buy to let
•Commercial for individuals
•Equity release
•First time buyers
•Flexible
•High loan to value
•Home reversion
•Overseas
•Remortgage
•Residential
•Right to buy
•Self build
•Self employed
•Sub prime
Insurance
•Buildings and contents
Expertise
Financial planning:
•Wealth management
Investments:
•Ethical investments
•Investing for income
•Investment trusts
•ISAs
•OEICs
•Offshore investments
•Socially responsible investments
•Traded endowment policies
•Unit trusts
Pensions:
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & divorce
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•Sipps
•Stakeholder
Protection:
•Accident & sickness
•Critical illness
•Healthcare
•Income protection insurance
•Life insurance
•Long term care
•Payment protection insurance
Savings:
•Lump sum
•National savings
•Regular savings
•Savings for children
•School fees planning
Tax & trust planning:
•Capital gains tax
•Estate planning
•Income tax
•Taxation planning
Business:
•Corporate pension
•Group critical illness
•Group income protection
•Group life insurance
•Group pensions
•Group protection
Mortgages:
•Buy to let
•Commercial for individuals
•Equity release
•First time buyers
•Flexible
•High loan to value
•Home reversion
•Overseas
•Remortgage
•Residential
•Right to buy
•Self build
•Self employed
•Sub prime
Insurance
•Buildings and contents