Being Independent we are able to advise on all areas of financial planning. For those areas that may require additional specialist advice we work in conjunction with other professionals to ensure that our clients' needs are fully met.
We provide advice in following areas, for both individuals and corporate clients:
|Retirement Planning||Group Pensions|
|Mortgage Protection||Keyman Cover|
|Estate Planning||Share/Partnership Protection|
|Inheritance Tax Planning||Tax Planning|
If you choose to engage our services we will let you know the cost involved. This may be in the form of fees, commissions or a combination of both. We will always agree the cost with you prior to any work being carried out.
The FCA do not regulate Tax planning.