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Our advice services

Services and products

We offer a wide range of services and products which will meet your needs at different stages of your life. Your financial goals will change depending on where you are in your journey and we can provide continuing peace of mind that you’re on track through regular review meetings.  The diverse range of products we offer means we can always find something that best suits your needs when you need it.

Our aim is to provide you with comfort in retirement by creating, managing and preserving your wealth throughout your life.

Please remember that the value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Wealth management

  • Retirement planning
  • Investments
  • Tax savings
  • Savings

We can offer the following investments:

  • ISAs
  • Bonds
  • Pensions
  • Investment accounts


For your new investment, we will consider the product that is most suitable for your needs. We will tailor the best solution for you, whatever your requirements.

Personal and business protection

  • Life cover
  • Critical illness cover
  • Income protection cover
  • Business cover

We can offer the following insurance:

  • Life assurance & critical illness
  • Income protection
  • Accident, sickness & unemployment cover
  • Home insurance
  • Private medical insurance

We will consider the product that is most suitable for your needs. We will tailor the best solution for you, whatever your requirements.

Wealth preservation

  • Estate planning
  • Succession planning
  • Trusts
  • Key business person

We will consider the product that is most suitable for your needs. We will tailor the best solution for you, whatever your requirements.

Retirement planning

  • Pension funds
  • Personal funds
  • Company or trustee funds
  • Long term care

We will consider the product that is most suitable for your needs. We will tailor the best solution for you, whatever your requirements.

Take the next step

We all want a plan in place for our financial future. Let us take care of that for you.

Arrange your free initial consultation

Our core investment solutions

We’ll first consider a solution from our core investment solutions that best suits your needs, or recommend a one from our leading panel of providers.

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Cost and charges

We want to be as open as possible with you, so it’s important for us to ensure you are clear about how much our services cost. Expert financial advice will pay dividends by giving you the best possible chance of achieving your financial goals.

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The benefits of financial advice

Our expert advice will help you achieve the goals that secure your financial future. We can really make a difference.

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