Financial Services - List of Services

Contact us for advice on the following subjects:

• Accident, Sickness & Unemployment
• Annuities

• Capital Investment & Regular Savings
  • Building Societies
  • ISA's
  • Fixed Interest Deposits
  • Guaranteed Income & Growth Bonds
  • Individual Savings Accounts
  • Insurance Bonds With Profits or Unit Linked
  • National Savings
  • Personal Equity Plans (PEPs) (existing)
  • Unit Trusts
  • Investment Trusts
• Charity & Voluntary Organisations - Group Death in Service Cover

• Disability Insurance
  • Income Replacement / Critical Illness Cover

• Ethical Investment

• Group Pensions
  • Final Salary Schemes
  • Group Money Purchase Schemes
  • Group Personal Pensions
  • Group AVC Schemes
  • Small Self-Administered Schemes (SSAS)
  • Contracting-out of the State Pension Scheme
  • Group Life Cover
  • Group Disability Cover
  • Group Stakeholder Pensions

• Individual Assurance Protection
  • Individual
    
  • Corporate / Key Man Cover
    
  • Partnership Cover

• Individual Pension Arrangements
  • Additional Voluntary Contributions (AVC).
    
  • Free Standing AVCs (FSAVC)
    
  • Executive & Director Pension Schemes
    
  • Personal Pensions
    
  • Schemes for Transferring Pension Benefits
    
  • Self-Invested Personal Pensions (SIPPs)
    
  • Stakeholder Pension
  • FURBS (Funded Unapproved Retirement Benefit Schemes)

• Inheritance Tax Planning
  • Wills - advice
  • Trusts - advice

• Investment & Savings
  • Ethical Investment
  • ISA's
  • Bonds
  • Unit Trusts
  • Capital Gains Tax
  • National Savings

• Open Market Options

• Protection
  • Accident, Sickness & Unemployment
  • Term Assurance
    
  • Decreasing Term Assurance
  • Increasing Term Assurance
  • Family Income Benefit
  • Mortgage Protection
  • Permanent Health Insurance
  • Group Life
  • Group Permanent Health
  • Key Person Assurance
  • Whole of Life
  • Long-term Care
  • IHT Planning

• Retirement Counselling

• School and Higher Education Fees Planning

• Tax & Trust Planning
  • Income Tax
  • Inheritance Tax
  • Capital Gains Tax

We are more than happy to work in close association with your accountant, solicitor or other financial adviser. Please remember, independent advice is not available from most banks and building societies.