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Corporate Clients

 

  • Executive Pension Plan
  • Small Self Administered Schemes (SSAS)
  • Self Invested Personal Pensions (SIPP)
  • Shareholder Protection**
  • Keyman Insurance**



Employee Benefits Consultancy

 

  • Company Pension Schemes, including Stakeholder Plans
  • Group Life Assurance **
  • Group Permanent Health Insurance **
  • Group Critical Illness **
  • Private Medical Insurance *

 




Private Clients

 

  • Investments
    Advice on Individual Savings Accounts (ISAs)**, Personal Equity Plans (PEPs), Unit and Investment Trusts, Bonds, Offshore investments**, etc.
  • Pensions
    A service which will assist you in planning for your retirement.  Please ask us for a review of your current arrangements, without obligation.
  • Life Assurance**
    We will select the most competitive premium and contract for your life assurance needs.
  • Permanent Health Insurance**
    We can arrange a policy which insures your income if you are unable to work due to ill health.
  • Critical Illness Insurance**
    An insurance policy can be arranged that pays a lump sum on diagnosis of a critical illness, e.g., cancer, heart attack, stroke, etc.
  • Long Term Care**
    You can plan ahead for the provision of private nursing home fees.  Please ask us for advice.
  • Home Income Plans*
    Release the capital in your home in your retirement.
  • Mortgages*
    We are able to advise on the full range of mortgages available and can arrange a mortgage on your behalf using any lender who is offering the best rates.  We are registered with the Mortgage Code Registrar and comply with their Code of Practice.
    YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT. Loans subject to status. Written quotations available on request.
  • * The Financial Services Authority does not regulate these products/services

    ** Some forms of these products/services are not regulated by the Financial Services Authority

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