We offer the following:SAVINGS AND INVESTMENTS PLANNING
- Investment Bonds
- Investments
- ISAs
- OEICs and Unit Trusts
- Multi-Manager and Fund of Funds
- Portfolio Planning
- Savings
- School Fees
- Structured Products
The value of investments can fall as well as rise, and you can get back less than you invested.
RETIREMENT PLANNING
- Annuities
- Drawdown
- Group Pensions
- Personal Pensions
- Pre-retirement planning
- Post-retirement planning
- SSAS
- SIPPs
- Stakeholder Pensions
- Executive Pension Planning
The value of pensions can fall as well as rise, and you can get back less than you invested.
PROTECTING YOUR LOVED ONES
- Critical Illness
- Income protection
- Life Assurance
- Whole of Life
- Mortgage Protection
- Private Medical
- Buildings and Contents
- Business Protection
- General Insurance
TAX PLANNING
- Inheritance Tax Planning
- Capital Gains Tax
- Tax Efficient Investments
- Tax Efficient Savings
- Tax Advice
MORTGAGE SOLUTIONS
- Mortgages
- Buy-To-Let
- Remortgages
- Commercial Mortgages
- Secured Loans
Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it.
We give you the option of paying a fee for our mortgage advice. The precise amount will depend upon your circumstances, but will typically be £100 – £300 per hour. If you choose to pay a fee and we receive commission, we will pay that commission to you.
EQUITY RELEASE
- Release Equity in your home
- Home Reversion Plans
Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration.
We give you the option of paying a fee for our lifetime mortgage advice. The precise amount will depend upon your circumstances, but will typically be £250 - £350 per hour.
CORPORATE PLANNING
- Business Protection
- Shareholder/Partnership Protection
- Employee Benefits
- Exit Strategy Planning
- Corporate Investment Services
- Business Development Loans
- Strategic Director Planning
- Risk Mitigation
The value of pensions and investments can fall as well as rise, and you can get back less than you invested.
