Range of services

• Care home fees planning
• Divorce settlements*
• Business protection

• Pension sharing on divorce
• School fees planning
• Trust investment

• Inheritance tax planning*
• Pre & post retirement planning

• Redundancy counselling*
• Technical/advisory support to professional advisers

Investments

• Savings plans
• ISAs
• Ethical investments
• Investment portfolios (income & growth)

Pensions

• Annuities
• SIPPs
• Employee benefits
• Pensions (individual & group)

Mortgages

• Mortgages
• Re-mortgages
• Buy-to-Let*
• Lifetime mortgages (equity release)

Protection

• Income protection
• Key person insurance
• Life assurance/
• critical illness
• Private medical insurance
• Shareholder & partnership protection