Our Company

Advising Clients

We have been advising clients for over 20 years on all aspects of savings, investments and pensions. We have built a significant client base of satisfied customers and our main activities are summarised below.

Not all services listed are regulated by the Financial Services Authority however the majority are.

Personal Insurance

• Life Assurance
• Permanent and Temporary Disability Insurance
• Critical Illness Insurance
• Private Medical Insurance
• Redundancy, Sickness and Accident Insurance

Mortgages

• Life Assurance
• All Types of Private and Commercial Mortgages (including Repayment, Endowment, PEP, Pension and Remortgages)
• Assistance releasing equity for other purposes

Investment Planning

• Individual Savings Account (ISAs)
• Unit Trust and Investment Trusts
• Insurance Company Bonds
• National Savings and Deposit Accounts
• Offshore Investment

Retirement

• Personal Pensions
• Directors Pensions and Trustee Investments
• Group Schemes
• Pension Analysis Service for 'paid up' Benefits

Savings

• Investment Plans, Savings for Children
• School fees, further education, funding a new project

Taxation

• Capital Gains, Inheritance and Corporation Tax

Long Term Care

• Immediate needs planning for those needing urgent care
• Pre-funding care

Corporate Servces

We offer a full range of corporate services, including:

• Group Benefit Schemes
• Keyman Insurance
• Partnership Protection + Share Purchase Arrangements
• (Business Continuity)
• Company Formations
• Company / Share Valuations
• Capital Financing
• Cash Management
• Investment Management
• Trusts
• Tax Planning
• Mergers/Acquisitions and Company Sales
• Factoring / Invoice Discounting
• Actuarial Services
• Expense Reduction
• Corporate Health Checks
• Open Annuity

General Insurance

• Private Medical Insurance
• Buildings and Contents Insurance
• Travel Insurance
• Medical Mal-practice Insurance
• Commercial Insurance
• Car Insurance

And many others.