Products & Services
Investments, Savings & Inheritance Tax
- Individual Savings Accounts
- Bespoke Investment Portfolios
- Passing on Assets
- Mortgage Advice
- Buy to Let Mortgages
- Auto Enrolment
- Self Invested Personal Pensions
- Pension Consolidation
- Wealth Accumulation Strategies
- Flexible Income Drawdown
- Annuity Review
- Business Protection
- Family Protection
- Key Man Cover
- Life Assurance
- Term Assurance
- Whole of Life Assurance
- Critical Illness Cover
- Long Term Care Funding
- Asset & Wealth Protection
By meeting with you, we will understand your circumstances, lifestyle and more importantly, your aspirations. We will outline how we work, the different levels of service available and answer any questions you may have.
Once we understand what you need, we will identify your financial goals, your existing financial products, prioritise the services you require and capture the data we need to tailor a financial plan to your individual needs.
Our experienced team will research the products and services available to you; we will identify suitable tax and investment strategies and collaborate with industry specialists to develop a financial plan that underpins the advice we give.
As you go through life, not only will your circumstances and lifestyle will change but HMRC legislation and the products and services available in the marketplace change will too. To adapt to these changes, we will undertake regular reviews of your plan to ensure it is fit for purpose.
Once agreed, we will implement your bespoke financial plan activating any policies and investments ensuring all paperwork is signed and up to date, all carried out in an accurate and timely manner.
We will present the financial plan outlining the features and benefits as well as why we have selected each product or service. We will answer any questions you may have and undertake any fine-tuning as required.