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.