What we do
Personal
- Life Protection Cover is designed to protect you against the unexpected and to provide money for people who financially depend on you. Policies can be arranged to protect you and your family's income and wealth in the event of illness or bereavement.
- Saving for short and long-term life events in the most tax-efficient way is important. Whether you are saving for a car, holiday, child's wedding, flat or even just a rainy day we can discuss alternative tax efficient products which will help meet your goals.
- Throughout your working career you will be planning for your retirement. We can assist you with setting targets towards achieving your financial objectives and review accordingly as your circumstances change.
- At retirement we will explore all options available to ensure your changing income requirements are met.
- Wills and Trusts can be established to ensure that your estate is passed on to the beneficiaries you choose. Estate Planning can be complex so be assured that we can help you make the correct choices in a tax-efficient way.
Corporate
- Protecting you, your business and assets may not be a straightforward exercise. We can discuss Keyman and Shareholder Protection vehicles to ensure your family and business partners are adequately covered in the event of illness or bereavement.
- Retirement Planning for you and your employees is now mandatory following the recent Auto-Enrolment Legislation. We can point you in the right direction to ensure all necessary duties are carried out.
The Financial Conduct Authority does not regulate trusts.
The Financial Conduct Authority does not regulate tax planning.
The value of investments may go down as well as up and you may not get back as much as you originally invested.