Our Services

Our Services


We are independent financial advisers, so provide fully independent advice. If you are looking for a new arrangement, or just need advice about what you already have, our advisers will be able to help you. Just contact us at the above telephone number, email or postal address, or use the Contact Us form.

Investments

Looking to take advantage of tax efficient investments such as ISAs, or maybe find an investment to meet your ethical and environmental beliefs? There is a wide range to choose from including Stockmarkets, Government Bonds, Corporate Bonds, Fixed Interest, Cash, Unit Trusts, Investment Trusts, Insurance Company Bonds, National Savings.

(Confused? Just ask us for a clear and simple explanation)


Pensions

We arrange new plans, provide help with your existing plans. or advise on old plans from previous employment.


Retirement Income

Not sure what to do with your pension plans and investments now that retirement is here? You would be surprised by the options open to you and the ways in which you can structure income withdrawals to minimise tax.


Protection

We all know somebody who has suffered ill health, lost their job, or who died too young. Make sure you and your family are protected.


What you will pay for our services.

We offer a free 1 hour consultation, where we look at your individual requirements. After this you will be told any costs that will be involved together with the options on how to pay for the advice before proceeding.