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.

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

This site will be updated and at present activities may be summarised as below:

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
*Repayment, Endowment, PEP, Pension.
*Remortgages
·Assistance releasing equity for other purposes

Investment Planning

· Individual Savings Account (ISA’s)
· 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

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 (Via our Website)
· And Many Others……..