Our Services

We specialise, therefore, in unravelling

unique circumstances, discovering

individual aspirations and building a

financial coherence with thoroughness,

sensitivity and discretion. This is at the

core of our tailored service.

 

We can advise on a wide range of today’s

investment and other planning vehicles.



  • S&P Direct Home Insurance
    • * Tailored Home Insurance to suit your needs
    • * Competitive prices for quality cover
    • * Exemplary service with a 24 hour claims line and UK Call centers
    • * Insurance policies provided by Aviva, Zurich and Lloyds Insurers

* Call for a quote on 0844 875 3487 or Click here to quote online

Investments

  • * Collective funds including Open Ended Investment Companies (OEICs) and Unit Trusts
    • * Insurance Bonds
    • * Personal Equity Plans (PEPs) and Individual Savings Accounts (ISAs)

  • Pensions
    • * Group pensions
    • * Personal pensions
    • * Self Invested Personal Pensions
    • * Annuities and income withdrawal

 

  • Risk Products
    • * Group Life Assurance and Sickness
    • * Individual Life Assurance and Critical Illness Insurance
    • * Permanent Health Insurance


  • Tax Planning
    • * Where possible we work with the client's accountant and solicitor to seek to minimise income, inheritance and capital gains taxes by choosing appropriate investments.