Services
Independent Financial Advice
Services
- Tax Planning for businesses
- Key Person Protection
- Commercial Mortgages
- Group Stakeholder
- Group Protection
- Group Pensions
- Employee Benefits
- Shareholder Protection
- Lump Sum Investments
- Individual Protection
- Unit Trusts / Investment Trusts
- Health / Long term care
- Residential Mortgages
- Estate Planning
- Pension Transfers
- Pension choices at Retirement
A free consultation, without obligation
There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.
We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.
Specialist advice
In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any mortgage requirements, protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.