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Our Services

Retirement

Retirement Planning

With the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

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Investment

Investment Advice

You might be planning for your retirement, looking to generate investment income, saving for a deposit to buy a property or simply creating a secure nest egg for the future.

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Protection

Financial Protection

Wealth and personal protection is an essential for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations.

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Equity Release

Equity Release

We all look forward to the day when we can stop or cut down on the amount of time we spend at work and finally start to enjoy all of the things we’d like to do once we’ve retired.

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Inheritacne Tax

Inheritance Tax

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax.

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Long-term Care

Long-term Care

As we approach old age, it becomes more likely that we may need day-to-day help with certain activities like washing and dressing, or assistance with household tasks, such as cleaning and cooking.

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Trusts

Trusts

One of the most effective ways you can manage your estate planning is through setting up a trust. The structures into which you can transfer your assets can have lasting consequences for you and your family.

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Insurance

Insurance

We understand your insurance needs may be complicated, and it can be difficult to know where to get the cover that is right for you. Personal insurance is not always straightforward, and getting it wrong is potentially costly.

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01379 454508

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