Comprehensive financial services
With over 30 years in Financial Services, we have dealt with people from all walks of life and we have been able to help meet their needs. Helping to protect families in the event of early death or diagnosis of specified critical illnesses. Safe guarding income on ill health to meet household expenditures.
Protection Insurance
Life Assurance, Specified critical illness cover, income protection on long term illness.
Retirement Planning
Pension planning to meet retirement income objectives.
Savings & Investments
Investing for potential growth utilising tax efficient vehicles.
Investment Management
Pension advice following divorce.
Estate Planning
Inheritance tax planning.
Mortgage Services/Lending
Mortgage advice for first time, second time buyers and remortgaging and specialist lending to businesses.