WHAT WE DO

WHAT WE DO

 

Honest and friendly expertise. Across a broad range of financial services.

 

Whatever your financial concerns for the future, we will provide honest and unbiased advice that is always in your best interest. We do not receive any commission or incentive payments, as we are not tied to a bank, building society or any other financial company, which means we can bring you a more diverse selection of financial products best suited to you. That’s our promise.

 

OUR SERVICES

PERSONAL PENSION

We offer the best advice for you, taking into account both your circumstances, priorities and your wishes for the future.

SHAREHOLDER PROTECTION

Designed to give you the funds to buy back the shares of a major shareholder if they have die or become critically ill

INVESTMENT

If you already have investments and savings, our review can save you a lot of money

LIFE COVER & CRITICAL ILLNESS

What would happen to your family if you were to die? Life insurance will protect your family when you can no longer take care of them.

INHERITANCE TAX

It’s taken you a lifetime to get what you have today. You’ve already paid enough in tax to weep. Well, don’t forget the Inheritance Tax

OUR SERVICES

  • GROUP PENSION

    Let us take care of your group personal pension scheme.  Group personal pensions are a type of defined contribution pension which some employers offer to their workers as an employee benefit. As with other types of defined contribution schemes, members in a group pension scheme build up a personal pension pot, which they then take […]

  • AUTO ENROLMENT

    Let us take care of automatic workplace pension enrolment for you.  Employers across the UK are now providing a workplace pension for their staff, as required by law. We can help make the compliance process as quick and simple as possible so you don’t have to worry about a thing.  Since September 2017 even the smallest […]

  • INCOME PROTECTION INSURANCE

    INCOME PROTECTION INSURANCE

    We all hope it won’t happen to us but it affects many thousands of people in the UK every year.

  • LONG TERM CARE

    LONG TERM CARE

    Paying for Long Term Care without losing Your Home

  • INHERITANCE TAX

    INHERITANCE TAX

    It’s taken you a lifetime to get what you have today. You’ve already paid enough in tax to weep. Well, don’t forget the Inheritance Tax

Call us on 01332 913006 to book your free initial consultation