Services

We provide complete advisory and brokerage services to serve a wide range of corporate and personal financial planning needs.

Please contact us for full details. The list below highlights some of the products covered by our planning services:

Employee Benefits:

A range of financial packages provided by the employer for the benefit of the employee, these range of benefits can consist of:

·          Group Pension Plans

·          Death in Service Benefits

·          Medical Insurance

·          Income Protection

·          Critical Illness Cover

We also have a team of skilled Independent Financial Advisors who will be happy to advise on the following areas:

·          Annuities

·          Bonds

·          Gross Offshore Investments

·          Income Protection

·          Investments

·          Life Assurance

·          Medical Insurance

·          Mortgages

·          Multi-manager Investments

·          Open Ended Investment Companies (OEICs)

·          Offshore funds

·          Traded Endowment Policies (buying and selling)

·          Personal Pensions

·          Personal Savings

·          Portfolio Planning