Financial Planning

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

  • Investment and Retirement Planning
  • Mortgages ans Life Assurance
  • Equity Release
  • Funding for Nursing Home Care
  • Inheritance Tax Planning

We offer an initial discussion (without charge) where 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.