Gilbert Stephens Financial 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.