Individual Financial Services
We offer advice on the following:
- Pre and post-retirement planning
- Helping you to reach your objectives and manage your journey through retirement
- We can also review any existing schemes that you may have and advise on whether you could improve your returns and reduce your charges
Inheritance Tax Planning – Offering a broad range of products and advice to mitigate inheritance tax, in line with your requirements and attitude to investment risk.
Life Assurance and Income Protection – Providing solutions to protect your family from unforeseen events.
Investments for growth and income – Putting together a bespoke investment portfolio to meet your objectives and attitudes to investment risk.
Private Medical Care – Helping you to get private medical treatment in a timely manner so that you can return to good health as quickly as possible.
Mortgages – An independent sourcing system to help you navigate this complex area, whether you’re a first-time buyer, a home-mover or looking to re-mortgage to get a
more competitive deal.
Equity Release – Helping you decide whether releasing equity from your home is the best solution for a comfortable retirement.
Long-term Care – Offering in-depth advice for the whole family at what can be a complex area – often at a difficult time.