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SERVICES
Investment
Planning
-
Lump Sum & Regular Savings Plans - Investment Bonds, OEICS, Unit
Trusts, Investment Trusts etc.
- Personal
Equity Plan Transfers (PEPs)/Individual Savings Accounts (ISAs)
-
Offshore Investments
- School
and Further
Education Fees Planning
Retirement
Planning
- Stakeholder
Pensions
- Personal
Pensions
- Income
Drawdown & Phased Retirement
Life
Assurance
- Endowment
policies for Saving & Protection
- Term Assurance
& Whole of Life plans
- Convertible
Term plans
- Mortgage
Protection plans
Accident
& Sickness Insurance
- Permanent
Health Insurance (PHI)
- Critical
Illness Insurance
Inheritance
Tax Planning
- Expert
advice available for basic or complex Inheritance Tax Planning
Mortgage
& Re-Mortgage Services
- Mortgages
for First Time Buyers and Movers
- Remortgages
for Home Improvements, Debt Consolidation etc.
- Buy to
Let Mortgages
Think
carefully before securing other debts against your home. Your home may
be repossessed if you do not keep up repayments on your mortgage.
This
is a lifetime mortgage. To understand the features and risks, ask for
a personalised illustration.
Commercial
Finance
We have a
dedicated adviser with over 30 years experience in Commercial and Corporate
Finance. Services include:
- Arranging
finance for business purchase
- Assessment
of financial information ahead of purchase
- Preparation
of Business Plans and Cash Flow forecasts
- Tax advice
Corporate
Services
- Key Man
Assurance
- Shareholder
& Partnership Protection Insurance
- Executive
Pension Plans
- Small
Self Administered Schemes (SSASs)
- Group
Pension Planning (Group Pensions)
- Group
Death in Service & PHI plans
For arranging
your mortgage we will charge you a minimum fee of £250. Our fee
is payable when we submit the application to the lender. If your mortgage
proceeds to completion, we may also receive commission from the lender.
The
FSA do not regulate some forms of Mortgage, Offshore Investments,
School/Further Education Fees Planning, Inheritance Tax Planning
or Commercial Finance.
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