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)

- 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.