INVESTMENTS

Financial Advice on:

• Ethical investments

• Investing for income

• Investment trusts

• ISAs

• OEICs

• Offshore investments

• Socially responsible investments

• Traded endowment policies

• Unit trusts

PROTECTION

Financial Advice on:

• Accident & sickness

• Critical illness

• Healthcare

• Income protection insurance

• Life insurance

• Long term care

• Payment protection insurance

BUSINESS

Financial Advice on:

• Commercial mortgages

• Corporate pension

• Employee benefits

• Group critical illness

• Group income protection

• Group ISA

• Group life insurance

• Group pensions

• Group private medical insurance

• Group protection

• Group risk

PENSIONS & SAVINGS

• Lump sum

• National savings

• Regular savings

• Savings for children

• School fees planning

FINANCIAL PLANNING

• Wealth management

TAX & TRUST PLANNING

• Estate planning