Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning.

As personal circumstances change, it is important to review your financial arrangements to ensure that they accommodate all of your requirements and we are committed to providing comprehensive independent financial advice and investment services to our clients.

Our aim is to help you make an informed decision before making any financial commitment so that you understand the reason for the choice and the alternatives.

The services we offer are as follows:

Financial Planning

• Regular Reviews - Review your situation on a regular basis, with a qualified Independent Adviser, to ensure that you are getting the best from your hard earned money, whether it be Mortgage, Investments, Protection Policies or Planning your Retirement

Investments

• ISA’S
• Investment Bonds
• Off shore
• With Profits
• Unit Trusts

Savings

• Maximum Investment Plans
• Endowments
• Childrens’s Bonds

Life Assurance

• Protect your family & dependants
• Mortgage Protection

Income Protection & Critical Illness Cover

• Permanent Health Insurance
• Mortgage Cover
• Redundancy Cover

Retirement Planning

• Pensions & Investment for Income
• Personal Pensions
• Occupational Schemes
• AVC’S
• Drawdown

Private Medical Insurance & Long Term Care

• Funding for Private medical care
• Provide funding for long term care at home or residential care

FSA do not regulate all PHI, Medical Insurance, Critical Illness and Protection Contracts.

Mortgages

• Residential Mortgages & Remortgages
• TAILOR MADE MORTGAGES
• Repayment * Interest Only * ISA * Endowment * Flexible
• Fixed Rates * Capped Rates * Discounts * Cashbacks

Your home is at risk if you do not keep up the payments on your mortgage or any loan secured on it.

Property Abroad

• International Mortgage Desk
• Specialists to advise and arrange mortgages to purchase property abroad

Loans

• Secured & Unsecured Loans
• For Home Improvements, Consolidation and many other uses

Equity release

• Enhance retirement income by using your equity
• Help to fund long term care plans

General Insurance

• Insurance for You, Your Home & Travel
• Accident & Sickness Cover
• Buildings & Contents Insurance
• Annual Holiday Insurance
• Pet Insurance
• Landlords Insurance

Will Writing Service

• Wills & Amendments
• Wills prepared by Specialist Will Writing Service
• Wills with Property Trust
• Power of Attorney

* Not all products & services we offer are regulated by the Financial Services Authority