Services

Most of the people who approach us want to make a change in their financial lives; perhaps you are nearing retirement and want to discuss your options or perhaps you are considering how to plan ahead for the long term more effectively and efficiently?

These are just some of the areas our advisers work with clients on-

• Environmental and ethical investment
• Self Invested Personal Pension (SIPPs) and Small Self Administered Schemes (SSASs)
• Retirement planning
• ISAs and other tax efficient investments
• Lump sum investment and portfolio management
• Mortgages (both commercial and residential)
• Insurance
• Inheritance tax planning

How we charge for our services

We are independent advisers so we offer both commission and fee based financial planning.

Our advisers work with you to identify the payment method which best suits your circumstances – but we always give our clients the choice.