• Expert individual fully-personal investment advice
  • Investment bonds
  • Unit trusts / OEICs and investment trusts
  • Individual Savings Accounts (ISA)
  • Offshore investment
  • Investing for Trustees


  • Life assurance
  • Critical illness protection
  • Income protection insurance
  • Mortgage Payment Protection Insurance
  • Private medical insurance

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, Home Reversions and Equity Release 
  • Reviewing your  existing pension plans
  • Arranging Annuities and Drawdown
  • Self Invested Personal Pensions
Business Financial  Planning 
  • Key employee and directors' cover
  • Partnership protection
  • Helping business owners to buy their own commercial premises
  • Auto enrolment advice to comply with workplace pensions regulations



*The Financial Conduct Authority does not regulate advice on taxation or commercial loans.