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Business Areas:
An independent financial adviser offering general financial planning advice for both individuals and companies, either fee or commission based, including:
- Group pensions
- Death in service
- Income protection
- Shareholder protection
- Key person insurance
- Self-invested pensions
- Investment planning
- Commercial finance
- School fees planning
- Independent lifestyle financial planning (advice/fee based and not product/commission based), including:
- Life planning - How have you got to where you are now - and where do you want to get to in the future? What do you want to achieve, financially, in the next 5, 10, 15, 20 or 30 years?
- Financial planning – An analysis of all your existing arrangements to identify exactly what you have already, what they are worth now and what they may be worth in the future. Various scenarios are assessed of what could happen with the effects on you and your family clearly explained.
- Independent financial advice – Actual financial advice to satisfy your real goals. Involves researching the whole market to identify the financial products best suited to your objectives and your financial plan.
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