We offer the following:SAVINGS AND INVESTMENTS PLANNING
- ISAs
- Multi-Manager and Fund of Funds
- Portfolio Planning
- Savings
- School Fees
- Structured Products
The value of investments can fall as well as rise, and you can get back less than you invested.
RETIREMENT PLANNING
- Annuities
- Group Pensions
- Personal Pensions
- SIPPs
- Stakeholder Pensions
The value of pensions can fall as well as rise, and you can get back less than you invested.
PROTECTING YOUR LOVED ONES
- Critical Illness
- Income protection
- Life Assurance
- Whole of Life
- Mortgage Protection
- Private Medical
- Business Protection
- General Insurance
TAX PLANNING
- Inheritance Tax Planning
- Tax Efficient Savings
MORTGAGE SOLUTIONS
- Mortgages
- Buy-To-Let
- Remortgages
Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it.
We give you the option of paying a fee for our mortgage advice. The precise amount will depend upon your circumstances, but will typically be £100 – £300 per hour. If you choose to pay a fee and we receive commission, we will pay that commission to you.
CORPORATE PLANNING
- Business Protection
The value of pensions and investments can fall as well as rise, and you can get back less than you invested.
