When planning your business or personal financial objectives, it is essential to get the right advice. That is why we have structured our business model into four specialist divisions each with its own team of highly experienced and qualified consultants who are experts in their own particular field.

Our range of Financial Services

• Corporate Pensions
• Individual Pensions
• Investments
• Critical Illness Protection
• Life Assurance
• Permanent Health Insurance
• Inheritance Tax Planning
• Trust and Will Planning
• Mortgages
• Re Mortgages
• Debt Consolidation
• Council House Purchase
• Commercial Lending*
• Buy-to-let*

* Not regulated by the FSA

Corporate Financial Planning

We can help with every aspect of your company benefits package whether

it be setting up group pension plans, group death in service or flexible benefits which can assist your business in recruiting, retaining and rewarding staff and management teams.

Wealth Management

Using the most technologically advanced financial software the Wealth Management division are able to provide comprehensive reporting services which at the press of a button can keep you up to date with valuations of your pensions, investments and even personal possessions. This goes hand in hand with a rigorous advice process designed to assist with both the structure and timing of your investments.

Financial Management

Our experienced team of generalist financial planners use a holistic approach when constructing strategies for building wealth which incorporate each individuals values and aspirations by offering financial solutions focused on progress toward your life goals.

Mortgages

From new house purchase and re-mortgages to buy-to-let solutions our fully qualified mortgage advisers can help to source the right product for you. So whether you are a first-time buyer, moving home, self-employed or simply consolidating existing debts then our dedicated Mortgage team can point you in the right direction. Any advice or recommendation that any of our divisions provide is entirely independent and sourced from the entire range of products currently available in the marketplace.

Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. Broker fees may apply.  Written details on request. All loans subject to status. Think carefully before securing other debts against your home.