If the service you require is not shown, or you would like further information, please call or e mail us. We travel to you by appointment.
Service information
We are very happy to speak to anyone who wishes to
contact us. Please feel free to clarify with us on the
telephone, or by e mail first, to see if we can potentially
help.
contact us. Please feel free to clarify with us on the
telephone, or by e mail first, to see if we can potentially
help.
An initial meeting is free and completely without any
obligation on your part.
obligation on your part.
We are happy to cover enquiries from London and the South
East. We can exceptionally cover other areas, please
telephone to clarify.
East. We can exceptionally cover other areas, please
telephone to clarify.
We travel to you by appointment.
We are an unobtrusive practice, and hope to form long term
relationships with clients, based on the highest ethical
standards.
relationships with clients, based on the highest ethical
standards.
We are happy to advise you on your existing arrangements.
The list below is by no means exhaustive:
Annuity advice (including Open Market Options)
All aspects of pensions advice (including Stakeholder)
Self Invested Personal Pensions
Company pensions (including Executive Pensions, SSAS etc)
Investments (including ISAs and Unit Trusts)
Inheritance Tax planning
Investment bonds
Life, critical illness and income protection cover
The FSA do not regulate some forms of
inheritance tax planning.
inheritance tax planning.
We can also arrange specialist advice on Income Drawdown and Phased Retirement plans
Please remember that as IFAs we can advise you on your
existing arrangements as well.
existing arrangements as well.