Independent Financial Advice
We provide financial advice on pensions, insurance, investments and other financial matters.
Links have been established with many insurance companies and building societies, and we can recommend those products and companies which are most suitable.
In all investment work we are regulated by the Financial Services Authority (FSA).
Pensions
The
taxation concessions and financial benefits of pension contributons can be
enjoyed by sole traders, partnerships, companies and their employees. In all
instances, pension contributions are tax deductible against personal income
tax or company corporation tax.
Health
Insurance and Life Insurance
These
types of insurance are often overlooked even though most of us have little
or no protection should we fall ill.
Health care income plans and income protection plans can do much to alleviate such worries.
Financial security for the family in the event of unforseen death is another area where most people are under-insured. We can advise on the policies most suited to your requirements.
Savings and Investment Plans
You
may wish to provide a capital sum at a future date-perhaps a daughter's wedding.
Alternatively, you may wish to invest for capital growth or to supplement
your income and we can advise on suitable investments.
If you are interested in the above service, click here to contact us.
