"Very helpful" (Mr D.J.)

We aim to improve our clients financial position and help them to acheive their lifetime ambitions. To do this we have access to a number of financial planning tools.

This is a summary of the main areas that we can offer advice on.

Please call us on 0800 027 0426 for more information or to discuss your individual situation.

• Investments – including improving your income and reducing your tax

• Ethical Investments – we can design a bespoke investment plan which takes into account your own views on green and other issues

•  Pensions – pensions in divorce, transfers, Stakeholder schemes, SIPPs, Company Pensions and changes in legislation after 'A' Day 

• Taxation – including Inheritance Tax planning and Capital Gains Tax

• Trusts – advice on the effective use of different types of trust

• Life Assurance – advising on the correct type and level of cover

• Long Term Care – safeguarding assets and providing for care

• Mortgages - for homemovers, first time buyers and remortgages

• Corporate Advice – including employee benefit schemes, group life cover, group private medical cover, company pensions and commercial loans

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE