Services
These are the areas of your financial planning that we will be able to help you with:
Pensions — Planning your retirement and the level of income required.
- New or existing pension plans
- Retirement options such as annuities, income drawdown/ASP
- Stakeholder pensions
- Executive pension plans
- Self invested personal pensions
- Small self administered schemes
- Group pension schemes
Investments - Making the best use of your capital & surplus income.
- Portfolio constructions and risk analysis
- Investment bonds
- Unit trust/OEIC’s, ISA’s etc
- PEP transfers
- VCT’s
- Estate preservation/IHT planning
- Ethical investments
Protection – Ensuring you have appropriate cover for you and your family.
- Keyman, partnership protection schemes
- Life assurance, term, wol
- Critical illness protection
- Income protection assurance
- Private Medical Insurance
- Long term care.
Mortgages
- Remortgages
- Purchases
- Buy to let
- Commercial
- First time buyers
- Mortgage protection insurance
YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU CANNOT MEET REPAYMENTS.
