Financial Adviser Services

Our Services

We provide objective and independent financial advice to individuals, families, business owners and trustees, tailored to meet your specific needs. Working in partnership with you and other trusted professional advisers we will help you to build your wealth, protect it, and pass it on to future generations.


Investments

Savings

  • Wealth management
  • Unit trusts
  • Investing for income
  • ISAs
  • Investment trusts
  • Ethical investments
  • OEICs
  • Offshore investments *
  • Socially responsible investments
  • Regular savings
  • Savings for children
  • Capital Sum
  • ISAs
  • School fees planning
  • National Savings & Investments*

Personal Protection

Corporate Advice

  • Lifecover
  • Mortgage protection
  • Loan protection
  • Family protection
  • Relevant lifecover
  • Income protection
  • Critical illness cover
  • Health insurance
  • Sickness & accident
  • Group pension schemes
  • Group life insurance
  • Corporate investments
  • Auto-enrolment*
  • Group income protection
  • Key man protection
  • Employee benefits
  • Group critical illness
  • Director protection

Retirement Planning

Taxation & Trust Planning*

  • Pensions review
  • Options at 55 onwards
  • Annuity purchase
  • SIPPS
  • Auto enrolment*
  • Pension drawdown
  • Estate planning*
  • Taxation planning*
  • Trustee advice *

* Please note certain offshore investments, national savings & investments (NS&I), taxation Planning, trust advice and auto-enrolment are not regulated by the Financial Conduct Authority.

Tax treatment is based on individual circumstances and may be subject to change in the future.