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.