INVESTMENTS

As investment specialists, we implement the latest techniques, research and financial planning technology to build an investment portfolio dedicated to your individual needs and expectations. Depending on your desired goals and attitudes to risk, we work in partnership with a select group of specialist companies to provide:

Unit Trusts
ISAs
Income Bonds
Offshore Investments
OEICs
Investment Bonds
Portfolio Management

PENSIONS

By asking some fundamental questions of your retirement lifestyle needs and aspiration, we can help you structure your pension and portfolio of retirement related assets in the most appropriate way to meet your own individual needs and goals. Depending on your needs, goals and attitudes to risk, we work with a range of Pension companies and specialist advisers to provide:

Pre and Post-Retirement Planning
Stakeholder & Personal Pensions
Self-Invested Personal Pensions (SIPPs)
Unsecured Pension
Phased retirement
Open Market Option (OMO) advice
A detailed analysis of existing Occupational Pension benefits
Corporate Pensions advice to employers and their staff on important employee benefits such as Group Personal Pensions and Healthcare.

ESTATE PLANNING

Taking care of your family is the most important thing you will ever do in life.

So planning for their financial security after your death is paramount. Peace of mind today is knowing that everything is in place to look after them tomorrow... because you never know what it might bring!

We know it's often a morbid and often upsetting and contentious subject but planning and preserving your wealth for after your death is a ‘necessary evil’. We will walk you through every step and make sure that you and your family are prepared for every eventuality.

Wills
Intestacy Rules
Trust Planning
Inheritance Tax

The Financial Services Authority does not regulate Offshore investments, Will writing, Trusts or Tax advice.