Services

Savings and Investments Including 'Stocks and Shares ISAs' and 'Cash ISAs'

Matching your attitude to risk and investment objectives, investments should be set-up as tax efficiently as possible to potentially improve your returns.
Remember investments go down as well as up and you could get back less than you invest.

Pensions (Planning for a long Retirement)
Personal Pensions and other pensions without charge restrictions may result in better fund choice and investment management choice. If you want price restrictions Stakeholder Pensions may be the appropriate option for you...

Stakeholder Pensions (Planning for a long Retirement)
Annual charge restrictions make Stakeholder Pensions cost effective but will restrict fund choice. If you don't want restrictions on fund choice, non-Stakeholder Pensions may be a more suitable option for you...

Mortgages
Property purchase is possibly the biggest financial transaction you will make, let's get your Mortgage right for you (Fixed rates / Tracker rates / Capped rates / Collar Rates etc.)!

Life Assurance
If you have a mortgage or other loans, financial dependents etc. Life Assurance can provide financial security should you die or suffer a terminal illness. Critical Illness can be included....

Critical Illness Insurance
The likelihood of surviving a critical illness has been reported as being 'high' but can take a long-time. Criticial Illness Insurance provides financial comfort during a difficult time following diagnosis of a qualifying critical illness. Qualifying illnesses varies greatly from different policy providers. Life Assurance can be included...

Travel Insurance
Single-trip or Annual Multi-trip or Back-packer policies can be arranged.

National Savings
Risk Free, often tax efficient, always worth considering. Not always competitive, but what is?

Home Insurance
Good quality insurance for your Home and Personal Possessions arranged through leading insurance companies.