Our services

As professional Independent Financial Advisers , we specialise in giving advice  to clients on a wide range of financial matters.  We pride ourselves on giving clear, easy to understand advice to meet your objectives. 

We offer access to the whole of market and the main services provided are as follows.

• Investment for Retirement

Provision of advice and guidance for making adequate provision for retirement income.

• Financial Security for your family

Provision of advice and guidance for financial protection of the family unit in the event of death, accident or serious illness.

• House Purchase

Advice and guidance on the house buying process, mortgages including Lifetime Mortgages and Equity Release, secured loans and mortgage related protection products.

Your home may be repossessed if you do not keep up repayments on a mortgage. Loans subject to status and security.  Written details available on request

• Estate Planning

To provide advice and guidance on inheritance tax planning to ensure that your estate is not broken up by the effects of inheritance tax.

• Investment for Children

Making provision for savings and investments for your children/grandchildren.

• General Investment

Advice and guidance on general savings and investment products, including tax free investments.

• Business Protection

To provide advice and guidance to businesses, to provide the continuation of a partnership on the diagnosis of a critical illness or the death of a partner.  To provide for the continuity of a company on the diagnosis of a critical illness or death of a director or key employee.  To provide funds for the purchase of shares from the estate of a deceased shareholder.

Commission, fee based advice, or a combination of the two, is available for all of the above.  For full details please see Key Facts Guides 'About our services' and 'About the cost of our services'.