Our Financial Services
Pensions & Annuities
We can offer advice on all types of Pension Planning including Personal Pensions, Group Pensions and Annuities.
Investments & ISA's
We can offer full advice on all types of Investment Planning including Onshore Investment Bonds, Offshore Investment Bond and Individual Saving Accounts.
We can provide advice on Level Term Assurance, Mortgage Protection, Family Income Benefit, Whole of Life and Business Protection.
We can advise on protecting your income if you were unable to work.
Inheritance Tax Planning
We can advise on Inheritance Tax Planning issues.
(The Financial Conduct Authority does not regulate taxation and trust advice)
Auto Enrolment – Compulsory Workplace Pension
We have a specialist within our team who can advise on all aspects of Auto Enrolment and ensure that all schemes are set up both properly and compliantly with the best rates negotiated with the providers.
Further consumer information is available from the Financial Conduct Authority via the following link - www.moneyadviceservice.org.uk.