The advice we give is dependent upon getting to know our clients well and understanding their requirements now and in the future. During an initial meeting we will complete a financial review which will help build a picture of your current financial situation.

Based on the financial review, we will prepare recommendations to present to you, and of course, you will have an opportunity to ask any questions that you may have. If you are happy with our proposals, we can then help you to implement them.

The kinds of service we offer to private individuals are:-

Investments

• Retirement planning
• Pensions
• Portfolio Management
• Investing for income and/or growth inc ISAs
• Regular Savings
• Trustee investments

Protection

• Inheritance tax planning
• Life or Critical Illness cover
• Income protection
• Family protection
• Long Term Care

Banking Services

• Current account
• Direct access savings account
• Cash ISA

There are many possible solutions detailed above, and if you would like a free consultation to help you decide which is most appropriate, please contact us on 0844 05022 99 to book an appointment.