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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/OEICs, ISAs etc
• PEP transfers
• VCTs
• 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.