Financial and Portfolio Planning

We assess your needs and objectives, both in the medium and long term to advise you on the most appropriate investment, pension, and protection instruments.

We provide advice for

• Life Cover & Critical illness
• Key man Insurance & Shareholder protection
• Private health care plans
• Income protection

We have developed particular expertise in the fields of Pre-Retirement Planning, Inheritance Tax Planning, and in areas where significant sums can be saved through tailor made schemes to take advantage of tax reliefs available.

We advise on suitable alternatives to building society deposits to maximise investment returns. We also arrange significant investment with specialist investment houses that can tailor-make your portfolio according to your risk profile.

We assess each portfolio and provide regular reviews, recommending revisions to the investments appropriate to the circumstances of each client.