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What We Do


Private Clients

Pensions

  • Personal pensions.
  • Self-invested pensions for clients who wish to have more control over their personal investments.
  • Annuity purchase when you wish to take your retirement benefits.
  • Phased pension withdrawals and unsecured income plans for clients looking to take tax-free cash while keeping funds invested.
  • Advice on pensions and divorce cases.

Investments and Trusts

  • Longer-term investments in stocks and shares, property, and fixed interest for clients looking for alternatives to the Banks and Building Societies.
  • Personal Injury Trusts.
  • Will Trusts.
  • Family Trusts.
  • Discounted Gift Trusts.
  • School fees planning.

IHT Planning

  • Arranging cover for potential tax liabilities in the future.
  • Reducing the amount of tax potentially payable.

Personal Protection

  • Cover for your major financial obligations such as mortgages, high value loans and overdrafts for a fixed term at low cost.
  • Protecting your family against financial difficulties in the event of death or incapacity.
  • Income replacement and private medical plans.
  • Long term care funding. 

Corporate Clients

  • Stakeholder and group personal pension schemes.
  • Group death in service schemes.
  • Group pension schemes and winding up final salary schemes.
  • Keyman assurance to help business continue in the event of losing a key individual.
  • Shareholder protection.
  • Partnership protection.
  • Corporate investment.

 

 

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