Services

Our comprehensive services cover the following areas.

Private Clients

  • Bespoke investment solutions
  • Retirement planning options
  • Life cover, Critical Illness Cover, Protection of Income
  • Estate planning, Trusts
  • Tax planning

Corporate Clients

  • Group pension schemes
  • Wide range of employee benefit schemes
  • Key business person protection
  • Business succession planning
  • Share and option incentive plans

The value of investments (including property) and the income derived from them may go down as well as up.