Our service is based around a traditional, personal client service, enhanced through the use of technology.
Combining all the elements that are critical to building and preserving wealth over the longer term, managing investments is central to what we do. This is one element of a broader wealth structuring service, which includes tax structuring and advice, and inheritance tax planning.
Our service contains the following four elements:
A comprehensive range of personal covers are available, ranging from family to mortgage protection.
Bespoke pension solution catering for your Individual needs.
Advice covering the most suitable arrangement and Provider can be provided along with investment and asset allocation recommendation.
Solutions across the market available for those reaching retirement, including fixed, lifetime and enhanced annuities as well as unsecured pensions (income drawdown).
Whether first time buyer, home mover or remortgage the most suitable product and Lender can be sourced using state of the art technology.
From initial enquiry to implementation and eventual completion we are there every step of the way.