Financial Services

A Picture of Wealth

We help you retain more of the wealth that you have worked so hard to generate. We listen to you to gain a real understanding of both your business and your personal situation. With this information, we can discuss and agree your priorities and help you put the right planning in place for a bright future.

Impartial Advice

Using state-of-the-art systems and the services of a major research partner, we analyse and recommend a solution from the thousands of products and services available in the financial services marketplace. You have the confidence of impartial advice delivered personally and with total integrity.

Pensions

We can take a fresh look at your pension provisions and analyse the potential for consolidation, self-investment, planning to maximise tax-free cash and tax relief. We can also advise on the changes in pension legislation which took effect in April 2006 and how to take advantage of the benefits.

Wealth of Options

We’ll present you with all of the relevant financial options that will help secure your future – simply and without jargon.

Protection

If required we can also go through your arrangements covering life protection, income, critical illness, medical cover on an individual or business basis.

Investment Opportunities

We’ll outline the optimum investment strategies and opportunities open to you, such as ISAs, bonds, unit trusts, share portfolios, specialist investments, VCTs and property development companies.

How We Work

We work with the principal and a team of highly experienced researchers and client managers. The senior adviser responsible for working with you has Advanced level qualifications from the Chartered Insurance Institute in Pensions, Taxation and Trusts and Personal Investment Planning plus 18 years experience in advising clients.

Inheritance Tax