Services

Here is an outline guide to the many and varied financial services we provide, to a wide variety of customers, individuals and small to medium business owners alike.

Please select a heading to read more about the specific service….see if we can help enAble you.

If you want to know more about a specific service, select it’s hotlink in the description to be taken to the service page or contact us using the Form in the right hand navigation.

Personal Finance

(Click any of the expanding links below)

Financial planning

Protection

Buildings and Contents Insurance
Critical illness cover
Income protection
Life assurance
Private medical insurance
Redundancy cover

Savings

Investment bonds
Investment trusts
ISAs (Individual Savings Accounts)
Unit trusts
OEICs (Open-Ended Investment Companies – pronounced ‘oiks’)

Retirement Planning

Annuities
Estate planning
Inheritance planning
Retirement planning
Personal pension
SIPPs
Stakeholder plans

Mortgages

Mortgage Advice
Mortgage payment protection insurance (MPPI)

Corporate Financial Planning

Employee benefits
Flexible benefits
Key Person Protection
Shareholder Protection

 

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