Services we offer
As Independent Financial advisers, we are able to offer our clients advice on products from the whole of market.
Pensions and Benefits Planning
Independent advice about pensions and retirement planning has become even more essential following the major changes in recent years. The special tax privileges that currently apply make approved pension plans the most effective way to build up benefits for retirement; but an often baffling range of choices now face people.
In August 2008 we merged with Chandos Rose, the pension specialist firm founded by ex-Wentworth Rose head Philip Rose in 2007. See the Chandos Rose page for more details.
Insurance, Investment and General Financial Planning
Do you have the time and expertise to keep your financial affairs in order? Tax rules change all the time, although not all the changes hit the headlines. Insurance cover and investments need regular attention to ensure that they still meet your needs in terms of income, growth and risk.
Mortgages and Finance
Your mortgage could be one of your biggest financial commitments. It is therefore essential to take independent advice to be certain that you make the right choice. The mortgage market has become much more sophisticated and competitive. Our role is to find the plans that best meet your needs.
Business Financial Planning
Services include Shareholder and Partnership Protection and Key Person Cover