Services
Where there is a requirement for greater order, structure or efficiency in personal or corporate financial planning, the need for advice often arises.
We specialise, therefore, in unravelling unique circumstances, discovering individual aspirations and building a financial coherence with thoroughness, sensitivity and discretion. This is at the core of our tailored service.
We can advise on a wide range of today’s investment and other planning vehicles. This covers, amongst other things:
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Investments
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Collective funds including Open Ended Investment Companies (OEICs) and Unit Trusts
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Insurance Bonds
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Personal Equity Plans (PEPs) and Individual Savings Accounts (ISAs)
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Pensions
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Group pensions
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Personal pensions
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Self Invested Personal Pensions
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Annuities and income withdrawal
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Risk Products
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Group Life Assurance and Sickness
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Individual Life assurance and Critical Illness insurance
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Permanent Health Insurance
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Tax Planning
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Where possible we work with the client's accountant and solicitor to seek to minimise income, inheritance and capital gains taxes by choosing appropriate investments.
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