Financial Services
This page outlines the financial services we offer. We provide no "off the shelf" solutions. In our experience, every one of our clients is different and the solutions that work for one will simply not work for another.
The FSA may not regulate all these products and services. This fact will be disclosed to you at any initial consultation.
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Investment Planning
- Risk Analysis
- Portfolio Reviews
- PEPs
- ISAs
- OEICs
- Unit Trusts
- Investment Bonds
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Retirement Planning
- analysis of funding levels
- projections of future benefits
- SIPPs
- SSASs
- directors pensions
- group schemes
- retirement options including phased drawdown and annuities
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Inheritance Tax Planning
- trusts
- discounted gift schemes
- AIM schemes using PBR
- gifts
- capital and income
- life assurance
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Employee Benefits
- death in service schemes
- permanent health insurance
- private medical insurance
- keyman
- partnership protection
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Mortgages
Your home may be, repossessed if you do not keep up repayments on your mortgage.
- home purchase
- remortgages
- buy to let
- holiday homes
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Protection
- life assurance
- family protection
- business protection
- partnership assurance
- critical illness cover
- private medical insurance
- income protection
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Investing For Trusts
- tax implications
- risk analysis
- capital growth
- income provision