Independent Financial Advice

Our Services

We provide a range of financial planning services to meet the need of our clients. These are summarised below:

Investments

Investments

  • Ethical investments
  • Investing for income
  • Investment trusts
  • Investment Bonds
  • Discretionary Fund Management (DFM)
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Unit trusts
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Insurance & Protection

Insurance & Protection

  • Critical illness
  • Income protection insurance
  • Life insurance
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Savings

Savings

  • Lump sum
  • National savings
  • Regular savings
  • Lump sum
  • National savings
  • Regular savings
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Financial Planning

Financial Planning

  • Wealth management
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Tax & Trust Planning

Tax & Trust Planning

  • Capital gains tax
  • Estate planning
  • Income tax
  • Taxation planning
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Pensions & Retirement

Pensions & Retirement

  • Annuity purchase
  • Auto enrolment
  • Final Salary
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pension review
  • Pension transfers
  • Pension Switches
  • Phased retirement
  • Sipps/SAAS
  • Stakeholder
  • Tapered annual allowance
Learn more

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