List of Financial Services

  • Tax & Trust Guidance
  • Inheritance Tax Planning
  • Life Protection
  • Critical illness cover
  • Income Protection
  • Private Medical Insurance
  • Personal & Corporate Pension & Retirement Planning

LENDING & FINANCE
  • Residential Mortgages
  • Buy to Let Mortgages
  • Commercial Loans
  • Mortgage/Loan Protection
  • Bridging Finance

INVESTMENT PLANNING
  • Personal Equity Plan transfers (PEPs) & Individual Saving Accounts (ISAs)
  • Unit, Investment Trusts & Open Ended Investment Companies (OEICs)
  • Portfolio & Asset Allocation Planning
  • National Savings
  • Savings Plans
  • School Fees Plans
  • Offshore Savings & Investments
  • Capital Protected Investments

CORPORATE BUSINESS PROTECTION
  • Keyperson Assurance
  • Shareholder Protection
  • Partnership Protection

GENERAL INSURANCE SOLUTIONS
  • Household Insurance
  • Income & Unemployment - Payment Protection Insurance
  • Other Insurance Services see our 'INSURANCE' page


The Financial Conduct Authority does not regulate taxation and trust advice, school fees planning, National Savings products, some types of offshore investments, some buy to let arrangements, some aspects of finance nor bridging finance.

Your home or property may be repossessed if you do not keep up repayments on a mortgage or other debt secured on it.

Free Consultation

You can have a free initial consultation. There's no fee, no catch and no obligation on your part.

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