Private

We specialise in helping private clients to protect and grow their wealth and become financially well organised.

Retirement

With longer life expectancy and the likely shortfall of your state pension we aim to ensure that you can look forward to a long and active retirement. We have a broad range of options available for retirement savings and pensions:

• Personal Pension Plans
• Annuities
• Self-Invested Personal Pensions (SIPPs)
• Draw Down Income
• Stakeholder Pensions
• Phased Retirement

Life cover

We can provide Life cover to protect you against unforeseen disasters that may cause you or your family financial hardship. We can advise you on, for example:

• Private Medical insurance
• Permanent Health insurance
• Critical Illness insurance
• Term Assurance

Investments

We can guide you through the increasingly crowded marketplace of investment products and providers. For instance, we can advise on:

• Investment Bonds
• Tax efficient investments
• Individual Savings Accounts (ISAs)
• Unit Trusts
• Investment Trusts
• Traded Endowments
• Inheritance tax