Complete financial advice to individuals

We cover all aspects of retirement and estate planning, investment, portfolio planning, family and personal protection.

Many of our clients have complex arrangements, and our advice always has an eye to wider tax implications.

We have 6 advisers with over 130 years experience between them. All our fully qualified advisers can provide a comprehensive professional service offering advice on investments, savings, protection, mortgages, ISA's, taxation planning, healthcare and long term care.

The company work on a fee or commission basis. All costs will be discussed at your first meeting, which will be free of charge. Advice can be provided at our office or your own home.

Individual Advice
We offer advice on the following:

Retirement:

• Pensions
• Estate planning

Protection:

• Life assurance
• Critical illness insurance
• Income protection insurance
• Long-term care insurance
• Private medical insurance

Investment:

• Regular Savings – (deposit accounts; NS&I products)
• Tax-Free Savings/Investments – (ISA’s; PEP transfers)
• Investment bonds
• Unit trusts
• OEICs
• Investment trusts
• Other tax-efficient products

Corporate Advice
We offer advice on the following:

Employer and trustee-sponsored pension schemes

• Defined contribution
• Group personal pension schemes
• Stakeholder

 

Protection for your staff

• Group income protection
• Life cover
• Critical illness
• Private medical insurance

 

Employee benefits

• Death-in-service benefits
• Sickness and disability income benefits
• Medical and dental insurance
• Support to employees on pension and retirement options