How we can help you

  • I want to review my existing pensions to assess their performance and suitability
  • I want to formulate a retirement plan
  • I want to take my pension benefits
Pension Planning

  • I want to review my existing investments to assess their performance and tax efficiency
  • I am unhappy with the returns on cash and would like to consider investing the money
  • I have a lump sum to invest for capital growth and / or income generation
  • Investment Planning

  • I want to protect my income in the event of accident, sickness and/or unemployment
  • I want a lump sum to be paid out to support my family in the event of my death or suffering a serious illness
  • I want my mortgage to be paid off in the event of my death
  • Protection Planning

  • I want to minimise the tax my beneficiaries pay upon inheriting my estate
  • I want to make gifts to reduce the value of my estate
  • I want to learn more about Wills, Trusts and Powers of Appointment
  • Estate Planning

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.