SERVICES

We can offer you a wide range of services including…

 For Individuals:

• Savings Accounts, Investments and Pensions including a full review of existing plans for effectiveness, cost and performance against the very best funds available. Setting up of new plans and portfolios where appropriate. It is advisable to monitor the performance of your plans at least bi-annually and to adjust when appropriate.
• Inheritance Tax planning
• Protection Needs including critical illness, income protection , private medical, and life assurance.
• Mortgages including Equity Release schemes
• Long Term Care planning
• School Fees planning
• Secured Loans

For Businesses:

• Investment of short and medium term money
• Business Finance
• Pension Planning including placing Commercial property into your pension.
• Shareholder Protection and other protection needs as above
• Commercial Mortgages
• Tax planning

Short, medium and long term financial plans are important for all of us at each stage of life whether it be getting a foot on the housing ladder and making sure that loved ones are protected, through to ensuring the maximum performance of investment and pension plans and reduction of inheritance tax liability.

 Using a highly qualified and experienced financial planner can make a tremendous difference to both you and your family’s future wealth.