Also see our Specialist websites:
Click this link for our MORTGAGE Website
Click this link for our INVESTMENTS Website
Click this link for our PENSIONS Website
New Service:
We now offer a Will Writing and Estate Panning Service, this also includes Inheritance Tax Planning. We are ‘Affiliated Members’ of The Society of Will Writers and all our Wills and Trusts are professionally prepared. We can, therefore, provide and arrange for the preparation of the relevant deeds and documents for:
- Estate Planning Advice
- Inheritance Tax Planning Advice
- Single Wills
- Mirror Wills
- Family Wills i.e. with dependant children
- Mirror Property Trust Wills with Long Term Care issues addressed
We also deal with:
- School and further education fee planning
- Long Term Care planning
- Personal Loans
- Secured and Unsecured Loans including 2nd Charges
- General Insurance including: Building & Contents Insurance and Accident, Sickness & Unemployment cover
Our Business Services:
We offer expert financial advice and a comprehensive range of Financial Planning Services to help you ensure the security and growth of your business at every stage in its development. Security is not just about protecting your business against unexpected events. It is also about giving your employees and their families a secure future by providing good financial advice and the ability to save for retirement – attractive benefits packages that will help to ensure the recruitment, commitment and loyalty of the people on whom your business depends. Our services include:
- Keyperson Insurance
- Director’s & Partner’s Share Protection
- Commercial Mortgages
- Loans & Business Finance
- Pension & Retirement Panning Incuding SIPP’s
- Stakeholder Pensions & Group Schemes
- Individual & Group Life Assurance
- Individual & Group Income Protection / PHI Insurance
- Individual & Group Medical Insurance