Services

Investments

  • Expert investment advice
  • Investment bonds
  • Unit trusts, individual savings accounts (ISA) and OEICs
  • PEP transfers
  • Offshore investment

Protection

  • Life assurance
  • Critical illness protection
  • Income protection insurance
  • Mortgage Payment Protection Insurance
  • Private medical insurance
Mortgages
  • Residential
  • Commercial*
  • Council Tenants Right-To-Buy
  • Buy-To-Let
  • Home Reversions and Equity Release
  • Debt counselling and consolidation

Asset Defence

  • Inheritance Tax mitigation*
  • Protecting your life savings against demands for local authority care charges
  • Protecting your family home for your children
Retirement Planning 
  • Reviewing your  existing pension plan(s)
  • Annuities
  • Stakeholder pensions
  • Self invested personal pensions

Foreign Property* for -

  • Retirement abroad
  • Investment
  • Holiday letting
  • Your own dream holidays!

 

 

*The Financial Services Authority does not regulate advice on taxation, commercial loans or introductions to foreign property companies.