Our Range Of Services
We offer solutions across the full range of financial products and services, including (click heading to find out more):
Investments
- 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
Pensions
- 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
Protection
- Life Cover -Term
- Whole of Life Cover
- Critical Illness Plans
- Income Protection Plans
- Mortgage Protection Plans
- Business Protection
Mortgages
- 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**