Services

We offer a wide range of services which include the following:

 

Service

What this involves

Detailed lifestyle and lifetime cash flow report

This can involve creating a ‘What If’ Cashflow projection, taking into account scenarios such as retirement, business sale, family changes, property change, investment performance and inflation.

Financial review, including the portfolio design service (new pensions & investments)

Establishing your views on financial risk, then after establishing your lifestyle needs, using our scientific  research process, construct a tailor made portfolio of investments to meet your needs.

The tax mitigation and trust service

Ensuring that the most beneficial tax and trust  arrangements are organised, to minimise tax expense, and to protect, preserve and correctly distribute your wealth.

The pension consolidation service

Where appropriate, consolidating the various pension policies and funds

that you have gathered in various employments.

The pension maturity service

Selecting the best method of creating tax-efficient income from the wide range of options.

The mortgage service

Access to domestic, buy to Let  and commercial mortgage advice

Advice on Equity Release strategies.

Life Insurance Cover

Whether you are looking to protect your family, protect your business or cover a

mortgage we will guide you in selecting the correct amount to be covered and also the most suitable policy.

The bereavement service

Following the loss of a loved one we help with the completion of the necessary forms, assist with claims on policies and review your financial requirements.

Advising on monthly savings and pension plans

We help you decide your savings budget, provide you with a forecast as to your future values and/or income in retirement and help you decide where your savings should be invested.

 

For more information regarding our services please click on the individual service sections.