Tel: 020 8508 0156

Financial Services

We offer a number of services for both individuals and businesses, including:

  • Pre- Retirement Pension Planning
  • Post- Retirement Pension planning – making the most of your pension and discussing the range of options available to you – Annuities, Drawdown etc
  • Investment advice – investing a lump sum or on a regular basis. We have access to the full range of tax wrappers including ISAS, Unit Trusts/OEICS, Investment Bonds, Structured Products, Offshore Investments
  • Life Cover – protecting your family, business, shareholder protection
  • Critical Illness Cover and Income Replacement cover – protecting against ill health
  • Inheritance Tax Planning and Trust Planning
  • Mortgages – House Purchase and Buy to Let and Remortgages
  • Equity Release

Throughout the process, we will work with you (and other trusted professionals) to create a Financial Plan. Developed specifically for your individual situation it will:

  • Outline your financial position and needs
  • Set out your goals and explain the strategy to achieve them
  • Discuss risks and how to deal with them
  • Recommend investments to manage your money
  • Show how each investment can help achieve your goals
  • Set out all costs clearly

We will review your Financial Plan on an agreed basis, to ensure you remain on track to meet your goals.

Please visit our ancilliary services page for further information on services in this area.

Authorised and regulated by the Financial Conduct Authority (221278)
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