Our Services

You have found us because you are looking for sound, independent financial advice. As professional Independent Financial advisers, we are qualified and authorized to provide financial advice across most areas of financial need. However, our company specialise in providing advice in the following specific advice areas:

Pension & Retirement Planning

Pension transfer & consolidation
Final Salary transfers
Pension transfers following divorce
Pension options on redundancy or career move
Un-locking your pension cash
Retirement Options - pension fund drawdown & annuity purchase
Self-Invested Pensions - property purchase
Using pensions to reduce tax

Investment Planning & Reviews

ISA - new plans, transfers, reviewing existing plans
Cash ISA's - transfers to improve returns
Unit Trusts/OEICS & Investment Trusts
Investment Bonds - onshore & offshore bonds
Reviewing portfolios to reduce risk, improve performance, reduce charges
With-Profit investment reviews
Personal Injury Claims - investment of funds, personal injury trusts
Long Term Care - protecting investments

Inheritance Tax & Estate Planning

Schemes to reduce the impact of IHT
Re-arranging investments following death of partner
Wills & Trusts
Lasting Power of Attorney

Expat Planning

Offshore pensions (QROPS)
Offshore Bonds
Overseas mortgages

Long Term Care

Asset Preservation
Property preservation Trust
Equity Release
Investing to preserve your assets
Funding for your care in advance