Financial Advice
We offer a comprehensive fee based planning service which includes advice on inheritance tax, retirement planning and savings. Solutions include advice on :-Relevant life coverGroup death in service, income protection and pensionsOEICs, unit trusts, ETFs and investment bonds on and offshoreEstate Planning including discounted gifts, loan and probate trustsPersonal life cover and income protectionShareholder and key person insuranceOur service is predominantly fee based and has been for some time, we agree fixed costs or hourly rates with clients and an ongoing fee. We prefer long term relationships but also undertaken project work.