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Our Services

Our Services

We provide specialist advice in the following areas:-

Please click on a title for more information in each area.

Overall Wealth & Tax Planning

Looking at your overall situation now, your goals & aspirations for the future, and planning how to get there

Investment Advice

Individual Savings Accounts (ISA’s), Collective Investments, Unit Trusts, OEIC’s, Investment Trusts, National Savings, Investment Bonds (onshore & offshore), Maximum Investment Plan’s, Endowments, Exchange Traded Funds

Retirement Planning

Personal Pensions, SIPP’s, SSAS’s, Group Personal Pensions,Stakeholder Pensions, Annuity Purchase, Pension Drawdown, Phased Drawdown

Inheritance Tax Planning

Trust Planning, Gifting, Nil Rate Band Allowances, Whole Of Life Cover, Loan Trusts, Discretionary Trusts, Discounted Gift Trusts

Ethical Investments

Ethical and Socially Responsible Investments

Long Term Care planning

Planning for long term care and immediate care requirements

Life & Critical Illness Cover

Term Assurance, Whole of Life Cover, Critical Illness Cover, Family Income Benefit

Income Protection Cover

Income Cover, Income Protection Insurance, Permanent Health Insurance

Business Protection

Partnership & Shareholder Protection, Key Man Insurance, Private Medical Insurance

These are the areas we can assist you with. We would like to meet you at our office or your home or business initially to see if we can assist you. We do not charge for the initial consultation meeting.

In some instances it may become apparent in the initial meeting that we cannot assist you. In this instance we will inform you and there will be no charge to you.

Working with other Professionals - Solicitors, Accountants & Mortgage Advisers

Being truly independent we have established professional connections with Solicitors, Accountants and Mortgage Advisers.

Should you need advice on areas such as Will Writing, Lasting Power of Attorney, Mortgage Advice or Accountancy we can put you in touch with local businesses who we have professional relationships with.

We conduct initial and ongoing due diligence on the companies and individuals with whom we have business and professional connections.

The Financial Conduct Authority does not regulate Taxation advice and some forms of Individual Savings Accounts