Services

protectionProtection

  • Private Medical Insurance
  • Life Assurance
  • Critical Illness Cover
  • Income Protection
  • Family Income Plans

investmentsInvestments

  • ISAs and PEPs
  • Unit Trusts and OEICs (open ended investment contract)
  • Child Savings Plans
  • Investment Bonds

mortgagesMortgages

  • First Time Buyers
  • Home Movers
  • Remortgaging
  • Raising Finance For Foreign Properties

pensionsPensions

  • New Pension Plans
  • Group (company) Schemes
  • Releasing Frozen/Old Pensions
  • SIPPs (Self Invested Personal Pensions)

inheritanceInheritance Tax

  • Planning and Mitigation
  • Wills and Probate (Through Trusted Associates)

 

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Financial Services Authority