Impartial advice and practical solutions!

These are just some of the areas of your financial planning that we can help you with:

Pensions, Planning your retirement and the level of income required

• New or existing pension plan
• Retirement options such as annuities
• Stakeholder pensions
• Executive pension plans
• Self invested personal pensions
• small self administered schemes

Investments, Making best use of your capital & surplus income

• Expert investment advice
• Investment bonds
• Unit trusts, individual savings accounts (ISA) and OEICs
• PEP transfers
• Inheritance & capital gains tax

Protection, Ensuring you have appropriate cover for you and your family

• Life assurance
• Critical illness protection
• Income protection insurance
• Mortgage protection
• Mortgage payment protection

Property, Advising you on mortgages and repayment strategies

• Guidance on the best mortgage deal for you
• Full Mortgage service
• Buy to let mortgages
• Equity release schemes