Protection
- Private Medical Insurance
- Life Assurance
- Critical Illness Cover
- Income Protection
- Family Income Plans
Investments
- ISAs and PEPs
- Unit Trusts and OEICs (open ended investment contract)
- Child Savings Plans
- Investment Bonds
Mortgages
- First Time Buyers
- Home Movers
- Remortgaging
- Raising Finance For Foreign Properties
Pensions
- New Pension Plans
- Group (company) Schemes
- Releasing Frozen/Old Pensions
- SIPPs (Self Invested Personal Pensions)
Inheritance Tax
- Planning and Mitigation
- Wills and Probate (Through Trusted Associates)