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Services that we offer

 

Our range of services include…

Pensions

We can offer our expertise in company sponsored schemes such as SIPPS, SSAS and Qualifying Workplace Pension Schemes for the corporate client. In addition we offer a full pension service for the individual market needs.

Retirement Planning


Guiding you through the maze of options available to ensure your retirement income is paid to you in the most advantageous way ie, Enhanced Annuities, Impaired Life Annuities, Income Drawdown, Flexible Drawdown and Phased Retirement.

Share & Partnership Protection


We have significant expertise to advise on how to protect your company, the directors and their beneficiaries on the death or diagnosis of a critical illness of a shareholder or partner.

Key Person Assurance


To protect any potential loss of profits on the death or diagnosis of a critical illness of a key member of your staff.

Income Protection


Ensure the protection of your staff on long term illness or on death by obtaining Group Permanent Health Insurance or Group Death in Service. Individual needs can also be met.

Private Medical Insurance


We can offer advice to all corporate clients for Group Private Medical Insurance in this highly competitive market.

Investments


Provide advice on all investment products including Bonds, ISA’s and Unit Trusts.

Family Protection


Probably the most important area of family financial needs. We will endeavour to obtain terms from the best and most competitive providers to protect those closest to you.


With the aid of sophisticated research tools we can offer tailored Life & Pensions advice which aims to meet the needs of both the business and individual client.

 

 

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