Other Services

INVESTMENTS

As investment specialists, we implement the latest techniques, research and financial planning technology to build an investment portfolio dedicated to your individual needs and expectations. Depending on your desired goals and attitudes to risk, we work in partnership with a select group of specialist companies to provide:

  • Unit Trusts
  • ISAs
  • Income Bonds
  • Offshore Investments
  • OEICs
  • Investment Bonds
  • Portfolio Management

PENSIONS

By asking some fundamental questions of your retirement lifestyle needs and aspiration, we can help you structure your pension and portfolio of retirement related assets in the most appropriate way to meet your own individual needs and goals. Depending on your needs, goals and attitudes to risk, we work with a range of Pension companies and specialist advisers to provide:

  • Pre and Post-Retirement Planning
  • Stakeholder & Personal Pensions
  • Self-Invested Personal Pensions (SIPPs)
  • Unsecured Pension
  • Phased retirement
  • Open Market Option (OMO) advice
  • A detailed analysis of existing Occupational Pension benefits
  • Corporate Pensions advice to employers and their staff on important employee benefits such as Group Personal Pensions and Healthcare.

ESTATE PLANNING

Taking care of your family is the most important thing you will ever do in life.

So planning for their financial security after your death is paramount. Peace of mind today means knowing that everything is in place to look after them tomorrow… because you never know what it might bring!

We know it is often a morbid and often upsetting and contentious subject but planning and preserving your wealth for after your death is a ‘necessary evil’. We will walk you through every step and make sure that you and your family are prepared for every eventuality.

  • Wills
  • Intestacy Rules
  • Trust Planning
  • Inheritance Tax

The Financial Conduct Authority does not regulate tax and trust advice and will writing.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.