• Investments
 
- Unit Trusts
- OEICs
- Investment Trusts
- Investment Bonds
- ISAs
- Gilts
- Corporate Bonds
- Venture Capital Trusts
- Enterprise Investment Schemes
- Gilts

• Pensions and Retirement Planning
 
- Personal Pensions
- Stakeholder
- Pension Simplification
- Company Schemes
- Annuities
- Phased Retirement
- Pension Fund Withdrawal (Income Drawdown)
- Alternatively Secured Pensions
- Personal Pension transfers

• Corporate Financial Planning
 
- Tax Planning
- Group pension schemes
- Key person assurance
- Group Life Assurance
- Group Permanent Health Insurance
- Group Private Medical Insurance

• Protection
 
- Life Assurance
- Family Income Benefit
- Critical Illness
- Permanent Health Insurance
- Mortgage Payment Protection Insurance
- Buildings & Contents Insurance

• Mortgages
 
- Capital & Interest Repayment
- Interest Only
- Flexible
- Mortgage Payment Protection Insurance
- Buldings & Contents

• School fees planning
 
• Trust planning
 
• Inheritance tax planning
 
• Total financial healthcheck
 
• Repatriation Planning

Your home may be repossessed if you do not keep up with repayments on your mortgage.

For mortgages we can be paid by a commission, or a fee of usually 0.5% of the loan amount.
 
For mortgage payment protection and buildings and contents insurance we usually offer from a selected panel of providers.