Individual Services
Individual Products
  • Investment Management
  • Tax Planning
  • Pensions and Retirement Planning
  • Mortgage & Re-mortgage Funding
  • Setting Up Home
  • Equity Release
  • Capital Raising
  • Life Assurance & Personal Protection
  • Income in Retirement
  • Critical Illness Assurance
  • School Fees Planning
  • Existing Savings, Investment, Pensions & Policy Review
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  • Unit Trusts
  • OEICs & ICVCs
  • Investment Trusts
  • Venture Capital Trusts
  • Individual Savings Accounts (ISA)
  • TESSA, ISA and PEP transfers
  • Bank and Building Society Deposits and Assessments
  • Alternative Investment Products - Hedge Funds, Structured Products, etc
  • Self Invested Pension Plans (SIPP)
  • Executive Pension Plans
  • Life Assurance Bonds
  • Offshore Investments
  • Annuities
  • Life Assurance
  • Critical Illness Assurance
  • Income Protection Assurance
  • Ethical Investment

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    Corporate Services
    Employee Benefit Services
  • Specialist Technical Tax Planning
  • Small Self Administered Pension Schemes (SSAS)
  • Personal & Self Invested Pensions (SIPP)
  • Corporate Investments
  • Capital Raising and Mortgage Funding
  • Business Protection
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  • Group Company Pension Schemes
  • Death in Service Arrangements
  • Critical Illness Schemes
  • Permanent Health Insurance
  • Private Medical Insurance

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    Personal Portfolio Management
    Additional Services
    Professional and independent management of investment portfolios, arranged in association with private client stockbroking organisations and investment management houses, ensures maintenance of a continuous portfolio review, with easy access to live online valuations. Fund manager commentary and portfolio transactions track the value of investments. Income arising from your portfolio can be re-invested or distributed into your personal bank account.

    Discretionary investment management services arranged in association with private client stockbrokers are specifically designed for those who do not wish to take day to day responsibility for the management of their portfolio.

    Investors receive a regular fiscal summary that is Inland Revenue approved, including a consolidated Tax Certificate where appropriate.


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