HOW WE CAN HELP YOU

FINANCIAL PLANNING
Our clients often tell us that they rarely have the time to sit down and make comprehensive financial plans. By working with us we can ensure that time and effort are devoted to developing your financial future.

INVESTMENT PLANNING
Whether you are looking for the best return on your savings or a longer term investment option we can save you time and effort by researching the market for the most suitable option for you and can make sure your money works as tax efficiently as possible.

The value of units can fall as well as rise, and you may not get back all your original investment.

RETIREMENT PLANNING
Whether you are looking to build up funds for retirement or are looking to draw an income to allow you to retire now, we can help you choose the best options and guide you through the maze of choices.

MORTGAGE ADVICE

With typically over 3000 different mortgages available at any one time, choosing the right one can be a daunting task. Our mortgage service takes away the stress and worry, safe in the knowledge that you have the best mortgage for you.

PROTECTION PLANNING

Planning for life’s unexpected events is often something that is overlooked. Our protection planning service puts you in control and allows you to put plans in place to help maintain your and your family’s lifestyle if the worst should happen.

TAX PLANNING & ESTATE PRESERVATION *

With taxes increasing and new rules being introduced at every turn, our tax planning service can help make sure you don’t pay more tax than is absolutely necessary and that as much of your estate as possible is left to those you care about rather than the tax man.

CORPORATE FINANCIAL PLANNING

Running a business can be both complex and demanding, but like an individual, a business is a living entity that can benefit from in depth financial planning. We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance. We often work in conjunction with your accountant or other professional advisers to help ensure that your financial planning is done in a joined up way.

LONG TERM CARE
With care costs escalating it has never been more important to make proper plans for funding either to pay for care costs now or to provide for future contingencies. Our Long Term Care Service will identify the best solution for your situation and give you the reassurance you need.

HOME INSURANCE 

With a plethora of comparison websites and special offers it is often difficult to know where to start. Our Home Insurance Service can guide you through the different schemes and help you select the right cover at the right price.