Description
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. | 
