As Independent Financial Advisers we offer personal financial and wealth management advice with complete impartiality. We are not tied to offering products from a particular insurer and we pride ourselves on delivering professional, dedicated, financial solutions to corporate organisations and individuals. Our Financial Advisers have a depth of experience developed from many years spent in the Industry. Our approach is in flexible financial planning safe-guarding your future. With our help you can lessen the impact of Inheritance Tax, benefit from Pension providers that may become de-mutualised, set up Bonds for children, or save towards a nest egg.
Most importantly, we are Authorised and Regulated by the Financial Services Authority protecting you, the investor and policy holder.
Our services encompass the following:
PERSONAL
Life
Protection
Savings
Mortgages
Critical Illness
Pensions
Income Protection
Writing a Will
Estate Preservation
Private Medical
Dental Plan
Long Term Care
Unemployment, Accident & Sickness
Selling your policy
BUSINESS
Key Person
Partnerships
Directors Share Protection
Company Medial Insurance
Group/Life Schemes
Pensions
We offer consultations at our offices with free parking at the rear, or an adviser will gladly visit you at your home or place of work.
Payment choices offered are commission, fees or retainers.