Services
We offer expert advice on a comprehensive range of financial services.
We are fully independent and not tied to any provider or company in any way. We work on your behalf and in your best interests, and all our recommendations are tailored to your specific circumstances. Our personnel are professionally qualified.
Investments
We offer advice on all forms of investment, creating a strategy to suit your needs and your own attitude to risk.
The performance of your investments can be reviewed annually.
- ISA
- Junior ISA
- Unit Trust
- Investment Bond
Retirement Planning
We offer advice on how to get the most out of your pension, improving performance by moving to a more efficient plan and ensuring the right options are available to you at retirement.
- Personal Pension Planning
- Income Drawdown
- Annuity
Insurance and Protection
We offer advice on a range of plans that will protect your standard of living if you encounter financial difficulties or serious illness, or assist your loved ones if you die. We also advise on ways to protect your business from the loss of key personnel.
- Life Insurance
- Critical Illness Insurance
- Income Protection
Investments can go down as well as up and you may not get back the original capital invested.