Financial services

You need to be sure that whoever advises you on financial matters is well qualified to give you the best independent and impartial advice.

We are regulated and are approved to provide advice on a wide range of financial services, and we can have access to a wide range of financial institutions and their products. Not only can we help with new investment, we can review your existing investments to ensure they are suitable for your needs in an ever - changing world.

Together we can develop a financial strategy that covers all the important financial areas in your life, such as mortgages, pensions, life insurance and a range of investment products.
Savings - we can assist in developing both short term and long term tax efficient savings plans suited to your needs. Whether you are interested in saving for school fees, retirement or a potential rainy day - we can recommend the financial services product that suits your requirements.

Investments - we can help you build up your portfolio of investments in stocks and shares, and advise you on the best kind of investment for your circumstances. We can introduce you to advisers well versed in the complexities of the equity markets.

Pensions - Building up a good pension is vital, especially given the unlikelihood of state retirement pensions keeping pace with the needs of tomorrow's pensioners. We can help with planning your pension; reassessing the suitability of your current provision, and we can advise employers on the provision of new stakeholder pensions for employees.

Investment advice

Providing investment advice is a highly specialised profession. The best service comes from those who are independent and impartial. But there is more. The array of available investment products is mind-boggling. Working ones way through the many options requires the services of people who are expert at understanding which type and mix of products is right for you.

In the area of pensions alone, particularly with recent governmental reforms, it is crucial to ensure that you are taking the right decisions now. A wrong move before retirement can result in some nasty shocks when it comes to drawing your pension.

In the world of investment products, whether it’s investment bonds, ISAs, unit trusts, managed  portfolios, fixed-term bonds or one of the more adventurous products available, you are going to need to know whether the risk profile is right for you. This should be part of an overall review of your financial state of health.

We will safely guide you through the many options, ensuring you have the investment portfolio that's right for you, your family and your business needs.