'Areas of Advice'

As Independent Financial Advisers, we are authorised to advise on aspects of financial planning for Individuals, Business Owners, Trustees and Large Corporations, using products and services from the whole of market. Some of the areas we advise on include : -

Residential Mortgages

But to Let Investments and arranging But to Let Mortgages

Protecting assets against unforeseen circumstances

Providing family with long term financial security

Securing continuity of income in the invent of an accident, suffering a prolonged illness or experiencing unemployment

Regular Savings

Lump Sum Investments

Inheritance Tax Mitigation

Wealth Management and goal setting

Assessing and managing risk to capital

Maximising returns through effective tax planning

Reducing taxation on company profits

Effective funding for retirement income

Maximising income in retirement

When advising on these areas we often encounter and advise on many different product types, these include : -

Mortgages

But to Let Mortgages

Life Cover

Critical Illness Protection

Income Protection

Stakeholder Pensions

Personal Pensions

Self Invested Pension Plans

ISAs

Unit Trusts

Investment Trusts and OEICs

UK Life Investment Bonds

Offshore Investment Bonds

Bank Accounts

National Savings

Trusts

Contact us for further details of how we can help you with your financial planning.

Your property may be repossessed if you do not keep up repayments on your mortgage.

The FSA does not regulate national savings and some forms of inheritance tax and trust planning, offshore products and by to let mortgages.

*Your property may be repossessed if you do not keep up repayments on your mortgage. The FSA do not regulate Residential lettings or some forms of mortgages, inheritance tax planning or international products. You can choose how we are paid for mortgages. You may pay a fee, usually £500. Alternatively we charge you a fee typically £150 plus we receive commission from the lender typically 0-3% of the loan.