Financial Services

All enquiries put to us are referred to Independent Financial Advisers (IFAs) which we believe is the best way to ensure complete objectivity. We can work with your existing IFA or refer you to an IFA, if you do not already have one.

Pension Planning
Taking out personal pensions or retirement annuity premiums has long been a method of tax efficient investment for the self-employed and the more recently employed persons also. An IFA can offer access to the full range of pension products available, but with the added assurance that you are receiving completely independent advice as to which is best for you.

Corporate Finances
Financial services is often thought of as an area that can only benefit the individual but this is not the case, as corporate financial services can cover many areas vital to the modern business such as key man insurance, executive and self administered pensions, health insurance etc. It is also worthwhile for the corporate businessman to examine options other than traditional bank and building society deposits to make the company's surplus money really work for the business. All these options are made readily available to you by an IFA.

Life Assurance
One of the most basic and sound investments - Life Assurance can be confusing to the newcomer wishing to find the best deal. An IFA can offer you the best policies possible from the market place tailored to your individual requirements.

School Fees
Various investment opportunities exist for you to start planning for your children's education, and an IFA can offer the full range of possibilities to you, and assist you in selecting the investment vehicle best suited to your needs.

Investment
An IFA can advise you how to organise your investment portfolio in consideration of your own requirements for income returns, capital growth, investment type and risk.