Range of services

For more information click here to contact us.

Specialist services

  • Care home fees planning
  • Divorce settlements*
  • Business protection
  • Pension sharing on divorce
  • School fees planning
  • Trust investment
  • Inheritance tax planning*
  • Pre & post retirement planning
  • Redundancy counselling*
  • Technical/advisory support to professional advisers

Investments

  • Savings plans
  • ISAs
  • Ethical investments
  • Investment portfolios (income & growth)

Pensions

  • Annuities
  • SIPPs
  • Employee benefits
  • Pensions (individual & group)

Mortgages

  • Mortgages
  • Re-mortgages
  • Buy-to-Let*
  • Lifetime mortgages (equity release)

Protection

  • Income protection
  • Key person insurance
  • Life assurance/
  • critical illness
  • Private medical insurance
  • Shareholder & partnership protection

* Advice is not regulated by the Financial Conduct Authority.
Click here for more information about our specialist services.