Our Range Of Services

We offer solutions across the full range of financial products and services,  including (click heading to find out more):


  • ISA
  • Unit trusts and OEIC
  • Investment Bond
  • Offshore Investments
  • Venture Capital Trusts (VCT)
  • Enterprise Investment Schemes (EIS)
  • Discretionary Share Portfolios
  • Structured Bank Accounts

Estate Planning

  • Discretionary and Absolute Gift Trusts
  • Discretionary and Absolute Loan Plan Trusts
  • Absolute Gift Trusts


  • Stakeholder Schemes
  • Personal pensions
  • Company group schemes
  • Self-Invested Pensions (SIPPS)
  • Trustee Investment Plans (TIPS)

Pensions – At Retirement

  • Open Market Annuity
  • Enhanced Annuity
  • Drawdown
  • Income Choice Annuity
  • Protected Retirement portfolio


  • Life Cover -Term
  • Whole of Life Cover
  • Critical Illness Plans
  • Income Protection Plans
  • Mortgage Protection Plans
  • Business Protection


  • Access to a comprehensive range of mortgages from across the market
  • Buy to Let Mortgages

Introducer Services

  • Equity Release*
  • Private Medical Insurance
  • Private Banking**
  • Will Writing**
  • Probate**