Find out more about our Independent Financial Services, from Pensions to Inheritance Tax and from Investments to Equity Release. Please call us on 01243 771777 or contact us online and our team will be delighted to provide further information.

We have a combined Terms of Business that includes Comprehensive, Flexible, Review Based & Transactional service levels. There is a separate Equity Release Terms of Business and also a Health & Life Cover Terms of Business.

Our Client Proposition lists the Services Levels in more detail and should highlight which would be most suitable for you…

Investments

Investments

Choosing the right investment advice is never easy. This is a complicated area where you’ll need professional advice and guidance more than ever.

Alternative Investments

Alternative Investments

Obtain advice on making ethical investment choices which return real benefits.

Inheritance Tax

Inheritance Tax

If you have questions about inheritance tax, talk to us. We’ll make life less taxing.

Equity Release

Equity Release

You’re over 65. There’s still so much you want to do. A certain lifestyle you want to continue to enjoy, but you need extra financing to achieve it. Well, there is a solution.

Pensions

Pensions

Pensions have dominated the news recently and it’s generally recognised that large numbers of people are going to be over reliant upon the State in retirement, and it will not be able to support them. Pension advice is essential to plan for your retirement income.

Protection

Protection

Every family needs some protection in the form of life and health insurance. Most people appreciate the need to ensure that their loved ones are provided for in the event of their death, but getting the right cover at the right price is not so easy.