Our main areas of Advice
We are able to advise and provide solutions to a wide range of areas such as:-
- Investment and Savings advice
- Life Assurance
- Health Insurance
- Pension Planning, including Auto-Enrolment
- Advice at Retirement
- Long Term Care
- Corporate Financial planning
- Inheritance Tax / Estate planning
We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further.
The Financial Conduct Authority does not regulate National Savings.
The Pension market is forever changing and highly complex, so we've explained the most common pension policies. For advice on your specific circumstances please contact us.
The value of your pension can fall as well as rise and you may not get back the original amount invested.
Life Protection Needs
There are many types of life assurance policies, all with different features and benefits. The aim is to provide money for those who may be financially dependent on you, in the way which best suits your needs.
The Financial Conduct Authority does not regulate Trusts.
Looking at the many options available when taking benefits from Pension Schemes. Please contact us for advice on your specific circumstances.
Looking at the many options available in helping you to meet the cost of Long Term Care.. Please contact us for advice on your specific circumstances.
Miscellaneous & Taxation information that may be useful when dealing with certain life events.
The Financial Conduct Authority does not regulate taxation and trust advice.
Estate Planning, Trust Planning and Tax Planning are not regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate inheritance tax planning and some types of employee benefits (i.e. Auto-Enrolment in a workplace pensions).