<< Financial Services >>

Life Assurance >>
Our quotation service ensures that only the most competitively priced products allied with security are offered to our clients.

Investments >>
We advise and transact all types of investment products after carrying out a thorough fact find of the clients requirements. These services may include Unit Trusts, Investment Trusts, I.S,A's. With Profit Bonds, Capital Investment Bonds, Building Society Accounts etc. We rebate commission back into your plan wherever possible.

Pensions >>
We can advise on Personal Pensions for both the employed and Self employed. Executive Pensions for Directors and Key personel, Group Personal Pensions and the effects of the new Stakeholder Pensions legislation on employers. Income drawdown and Phased retirement are also subjects on which we are able to give added value to our clients.

Healthcare >>
This is an area which has expanded rapidly over the past few years and we are able to obtain the best terms available on the market, not just on the premium charged but also with regard to the terms and conditions of the contract.

Long Term Care >>
This plays an increasingly important part in financial planning. Government are making it more and more difficult to obtain state funding for Long Term Care and we are able to advise on the best contract available.

We offer a thorough financial planning service. We analyse our clients needs and always give unbiased advice.

Please telephone or e-mail us for further details or to request a meeting.