Our Expertise

We are offering a full range of face to face professional advice to individual and corporate clients on financial matters:

  • Savings & Investments

    Helping you to decide on your savings and investment options may include the following:

    • Individual Savings Accounts (ISA’s)
    • Open Ended Investment Companies (OEIC’s) & Unit Trusts
    • Investment Trusts
    • Investment Bonds
    • Off shore Investments
    • Venture Capital Trusts (VCT’s)
    • Enterprise Investments Schemes (EIS)

  • Retirement Planning & Pensions

    Helping you to decide on your retirement options may include the following:

    • Personal Pensions
    • Stakeholder Pensions
    • Self Invested Personal Pensions (SIPPS)
    • Annuities
    • Income Drawdown
    • Auto Enrolment
  • Mortgages - Commercial & Residential

    Amongst the people that we help with their mortgage planning needs include the following:

    • First Time Buyers
    • Remortgages
    • Experienced Buy To Let*
    • Consumer Buy To Let
    • Help to Buy
    • Right to Buy
    • Commercial Lending*
    • First Charge And Second Charge Loans

    *  These services are not regulated by the Financial Conduct Authority

  • Family Protection

    Helping you to decide on your Protection options may include the following:

    • Life Insurance
    • Critical Illness Cover
    • Income Protection
    • Mortgage Protection
  • Business Protection

    Helping you to decide on your Business Protection options may include the following:

    • Key Person Insurance
    • Share Protection
    • Relevant Life Plans
    • Partnership Protection
  • Estate and Inheritance Tax Planning

    Helping you to decide on your Estate & Inheritance Tax Planning options may include the following:

    • Whole of Life Policies
    • Discounted Gift Trusts
    • The use of Trusts
    • Gift Inter Vivos Policies

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