Our services
We are able to advise and provide solutions to a wide range of areas such as
- Investment Advice*
- Life Assurance
- Pensions Planning*
- Mortgage Advice**
- Corporate Planning
- Tax Planning
- Savings Rates
- Offshore Financial Planning
- Health Insurance
- Long Term Care
*Past performance is not necessarily a guide to future performance. The value of investments and the income from them can go down as well as up and you may not get back the amounts originally invested.
**Your property may be repossessed if you do not keep up repayments on your mortgage.
For details of our fees for mortgage business please see our page “How we are Paid“.
Investment
It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.
Life Assurance
The aim of life assurance cover is to provide money for people who financially depend on you.
Pensions
Pensions are financial tools whose purpose is the provision of money in old age.
Mortgages
The mortgage market is a complex area. At any one time there may be over 3000 different mortgage options, only some of which will meet your needs.
Corporate
Most small to medium sized firms are unprepared in some areas of financial planning.
Taxation
Some people pay too much tax, or miss out on opportunities to reduce their tax.