• 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

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

• 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

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

• 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