Financial Services
As fully independent advisers we will act on our client’s behalf in advising on life assurance, pensions, investments and Mortgages from the whole of the insurance market for both Business and Personal needs. Our main areas of expertise are as follows: -
Pensions
We can offer our expertise in company sponsored schemes such as Executive Pension Plans, SIPPS and SSAS as well as Stakeholder Planning for the Corporate Client. In addition we offer a full pension service for the individual market needs.
Share & Partnership Protection
Advice can be sought on how to protect your company on the death or diagnosis of a critical illness of a shareholder or partner.
Mortgages:
- A First Time Buyer
- Moving home
- Wanting to save money on your existing mortgage
- Releasing capital in your home
- Buying to Let
- Commercial Mortgages
We can assist you with our first class mortgage service.
**Your home maybe repossessed if you do not keep up repayments on your mortgage.**
Key Person Assurance
Protect any potential Loss of Profits on the death of diagnosis of a key member of your staff.
Income Protection
Ensure the protection of your family on long term illness or on death by obtaining Income Protection Assurance.
Investments
Obtain advice on securing investment returns utilising tax efficiency including I.H.T relief, ISA advice, bonds, OEIC and Unit Trusts.
Private Medical Insurance
We can offer advice for both the Business and Personal Sector in this highly competitive market.
Family Protection
Probably the most important area of family financial needs. We can obtain terms from the best and most competitive companies to protect those closest to you. With a wealth of experience and with the aid of sophisticated computer facilities, our Life Department can offer tailored Life & Pensions and Mortgage advice that meets with your individual needs.
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