Our Services
The financial services offered include:
- Portfolio Planning and Capital Investment
including unit trusts, investment trusts, ISAs and Insurance Bonds. - Life Assurance and Protection Policies
including critical illness, term assurance and long term care planning. - Taxation and Income Tax
including the preparation of tax returns and repayment claims. - Retirement Planning and Pension Provision
including stakeholder plans and open market options. - Inheritance Tax Planning
in conjunction with our legal department. - School Fees and Special Needs Planning
utilising structured savings plans. - Mortgages
including "Equity Release" and "Buy to Let" schemes. - Private Portfolio Accounts
including specialist portfolio management services.
