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.

Latest News

Jones Sheridan continues to expand

June 7th, 2010

As a progressive organisation we are also keen to expand our business.
Read more...

Pensions & Divorce