We provide a comprehensive and professional service offering advice in all aspects of financial services. Areas of our expertise include:

	Investment & Retirement Planning
	Mortgages & Life Assurance
	Equity Release
	Funding for nursing home care
	Inheritance Tax Planning

We offer an initial discussion (without charge) when we will describe our services more fully and explain the payment options. If you decide to go ahead, we will:

• Gather and analyse personal information about you, your finances and your needs and objectives.
• Make financial planning recommendations and discuss any action we think you should take.
• Recommend and discuss any action we think you should take and with your agreement, arrange relevant investments for you.