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.

 

Investments

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