Working For You

We are specialists in providing expert financial advice for both private individuals and companies in an increasingly complex world.

Our range of services include:

• Holistic Financial Review
• Wealth Management
• Investment advice including
  - Bonds
  - Unit Trusts
  - Individual Savings Accounts
  - Offshore accounts
  - Children’s savings plans
• Releasing Capital or Income from your property
• Mitigating Inheritance Tax liability
• Reducing the cost of your mortgage
• Pension planning including
  - Low cost Stakeholder pensions
  - Transfers from old pension funds
  - Retirement planning
  - Taking retirement income/lump sum
  - Annuities
  - SIPPs (Self Invested Pensions)
  
• Family protection in the event of death or critical illness
• Income protection in the event of ill health or unemployment
  

As truly independent advisers we provide a comprehensive range of financial products & services with specialist advisers in all the above subject areas.