Services

Our core services are listed below, and would apply to our personal and corporate clients.

• Investments

  • For Growth or Income
  • ISA
  • Unit Trust
  • Investment Bonds
  • Trust Based Plans
  • Offshore Investments

• Estate Planning

  • Inheritance Tax Planning
  • Estate Creation (In trust)
  • Trusts
  • Preserving assets for family

• Pensions

  • Personal Pensions
  • Group Schemes
  • Annuities & Open Market Options
  • Self Invested Personal Pensions (SIPP)

• Mortgages

  • First Time Buyers
  • Re-Mortgages
  • Buy-to-lets
  • Right to buy
  • Lifetime Mortgages (Equity Release)

• Protection

  • Safeguarding Income
  • Protecting Mortgages & Borrowing
  • Critical Illness Plans
  • Dependents & Family
  • Inheritance Tax Plans

• Tax Planning

  • Tax Efficient Investing
  • Maximising Tax Allowances
  • Tax Relieved Investments
  • Reducing Liabilities

• Business & Corporate

  • Key Man Protection
  • Shareholder Protection
  • Retirement Planning
  • Commercial Mortgages
  • Group Pensions

• Savings

  • Regular Savings Plans
  • Lump Sum savings Plans

• Generic Advice

  • We advise on a wide range of services, and are not product or provider led, this is a fee based service

• Reviews and charting of existing portfolios

  • We can review your existing portfolio or investments against a range of different indices, in addition to comparing the overall risk to your preferred tolerance

• With Profits review

  • We use the latest tools to produce With Profits reports, you can see an example on our downloads page, the report is without provider / product bias