What We Do


  • Stocks & Shares ISAs

  • Collective Investments

  • Investment Bonds

  • Trustee Investments

Pensions and Retirement Planning

  • Personal and Stakeholder Pension Plans

  • SIPPs and SSASs

  • Executive Pension and Section 32 Buy Out Plans

  • Income Drawdown Plans and Annuities

  • Defined Benefit Pensions


  • Life and Critical Illness Cover

  • Whole of Life Cover

  • Income Protection Insurance

  • Family Income Benefit

Estate Preservation and Inheritance Tax Planning

  • ​Gift Trusts, Loan Trusts, Discounted Gift Trusts and Lifestyle Trusts

  • Whole of Life Plans in Trust

  • Gift Inter-Vivos Plans

  • Solicitor Referral Service

Corporate Planning

  • ​Shareholders Protection and Key Person Insurance

  • Group Pension Schemes & Auto-Enrolment

  • Group Life Schemes

  • Group Private Medical Insurance

  • Group Income Protection

Long Term Care

  • ​Retirement Home Funding

  • Long Term Care Bonds

  • Immediate Care Annuities

Mortgage Services

  • Mortgage Referral Service

  • Equity Release Referral Service