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Financial Adviser Services

Our Services

Savings and Investments

Investment Bonds

Investment Bonds are life insurance policies in which you can invest a lump sum, which goes into a variety of funds


All the help you need to build a balanced investment portfolio of shares, bonds or funds


A savings account where you don't pay tax on the interest. Now called a NISA: limit £15,000 a year

OEICs and Unit Trusts

Open ended investment companies and collective investment under a trust deed

Multi-Manager and Fund of Funds

Multi-manager investment is an investment product that consists of multiple specialized funds

Portfolio Planning

An investment strategy applied to a personal or corporate portfolio


Looking at all savings accounts including cash ISAs and fixed rate bond accounts to get the best rates

School Fees

Our advisers can help you look at different ways of saving for school fees

Structured Products

Structured deposits offer you the potential to earn higher returns than you would with a regular savings account

Long Term Care advice

Our advisers will help you look at ways to finance the high cost of long-term care

Retirement Investment advice

Setting a clear retirement income goal and managing your money once you've stopped working

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Retirement Planning


An annuity is a financial product that allows you to convert your pension savings into a regular income


A drawdown pension allows you to take income from your pension pot while the pot remains invested

Group Pensions

A Group Personal Pension (GPP) scheme is a collection of personal pension plans provided by you for your employees

Personal Pensions

Personal pensions give you an element of control over your future income so you don't have to rely on the State pension alone.

Pre-retirement planning

Sooner or later, you will retire. Decisions you make today are the ones that will dictate the standard of living you will enjoy tomorrow

Post-retirement planning

Our advisers specialise in later life advice, let us help you get the most from your savings and investments


Small Self-Administered Scheme (SSAS) is a type of pension scheme that is set up by an employer


A SIPP is a DIY pension. With a SIPP you can invest almost anywhere you like and choose your own investments.

Stakeholder Pensions

You pay money to a pension provider (eg an insurance company, bank or building society) who invests it (eg in shares).

Executive Pension Planning

Executive Pension Plan for directors and senior executives, let our advisers give advice on these complex pension plans

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Protection Needs

Critical Illnes

A lump sum cash payment is payable if the policyholder is diagnosed with one of the critical illnesses listed in the insurance policy.

Income protection

Income protection pays out if you're unable to work due to accident or sickness

Life Assurance

Life Assurance is a mixture of investment and insurance

Whole of Life

Whole of life insurance is a policy that guarantees to pay out whenever you die.

Mortgage Protection

Mortgage protection can help you protect your monthly mortgage repayment if you're unable to work

Private Medical Insurance

PMI covers the costs of private medical treatment for curable short term medical conditions

Business Protection

Gives your business financial help if the employees covered are affected by death, terminal or critical illness, or permanent disability

Tax Planning

Inheritance Tax Planning

Inheritance tax of 40 per cent is paid on the value of an estate above the threshold of £325,000. Estate worth less than that are not taxed.

Capital Gains Tax

Capital Gains Tax is a tax on the profit when you sell or give away something (an 'asset') that has increased in value.

Tax Efficient Investments

It can benefit you to consider options for tax efficient investments

Tax Efficient Savings

NISAs are tax'efficient savings and investment accounts. You can use them to save cash or invest in stocks and shares

Tax Advice

Our advisers are experienced in advising clients on tax planning and helping them save tax

The Financial Conduct Authority does not regulate on Estate Planning
Tax treatment varies according to individual circumstances and is subject to change.

Mortgage Advice

Buy-To-Let Mortgages

Helping you purchase a property specifically to let out, that is to rent it out


Giving you expert advice on products for remorgaging your property

Commercial Mortgages

A Commercial Mortgage could give you the freedom you need to buy a new building or release equity from your existing one

First Time Buyer Mortgages

Helping you with advice on deals and schemes that are available for first time buyers

Residential Mortgages

Mortgage advice on a second or subsequent home

Secured Loans

Secured loans are secured against the value of your property and are sometimes called second mortgages *where advice is required in this area a referral will be made.

Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority does not regulate on some Buy to Let mortgages.

Equity Release

Release Equity in your home

If you want to unlock some of the cash tied up in your home equity release might be the answer

Home Reversion Plans

You surrender a percentage of your property in exchange for a sum based on its current value

Business Advice

Business Protection

Protection for key employees is just one area of business protection, let us help you protect your business

Shareholder/Partnership Protection

Shareholder protection covers individuals rather than the company

Employee Benefits

Offering advice on a range of employee Benefits which can engage and motivate your employees

Auto Enrolment Pensions

Steering employers through the maze of new regulations and advising on setting up group personal pensions schemes