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

We are not authorised to give advice on Wills & Power of Attorney, Mortgages, Equity Release, Accountants, General Insurance, DB Pension Schemes, Long Term Care, or Conveyancing. However, where appropriate and with your consent, we can introduce you to a third party who provides advice on these types of services. Details of their services and costs, which are separate to ours, will be fully explained in their disclosure documentation. You should read the third party’s disclosure documentation carefully to ensure you fully understand your obligations.
We may receive and retain a fee or commission paid by the third-party firm for the introduction should they arrange a service for you. The level of the fee or commission paid for the introduction will be disclosed by the third party. Investments can go down as well as up and you may not get back the original capital invested.