Range of Activities
- Business and Family protection
- Estate planning
- Long Term Care
- Equity release
- Tax Planning
- Wills, LPA's and Trusts (Through our separate business Wessex Will Writers)
Our investments and pensions service includes a full review of existing policies and implementation of new portfolios where appropriate.
We do not offer a standard mortgage service or general insurance, but we outsource these to reputable and independent firms that specialise in this type of advice.
Our service is Fee Based