Financial Planning
No two financial plans are the same, so we will tailor your plan to what you need. Everyone has their priorities. It could be to have more money or to have more time to pursue the interests that you are passionate about.
We work with you from the outset to help you identify what your priorities in life are and build your plan around achieving them.
We help you implement changes and modify your plan as your goals and priorities change, making sure your plan stays up to date.
Take control of your future by knowing what you want and what you need to do to get there.
We will design a roadmap that looks at your current situation and where you want to go.
When creating the roadmap, we will look at your assets, income, and expenditure to ensure the following:
- You have the correct structures in place to fulfil your goals.
- You can continue to enjoy your lifestyle.
- You can achieve those big dreams you may have.
Protection
Protecting your interests in uncertain times.
Life brings the unexpected. The only thing you can be sure of is that you can’t be sure.
You need to protect your home, family and income so that when life takes an unexpected turn you and your family are prepared and financially secure.
We will ensure that you have the right type and level of cover in place to ensure that everything and everyone is taken care of.
Whatever our clients’ protection needs – life, mortgage, income – we offer a range of options to suit:
- Income Protection.
- Life Protection.
- Mortgage Protection.
- Business Protection.
- Group Protection.
Retirement
It is never too early or too late to start planning your retirement.
Choosing a pension can seem complicated but it is essential to invest in yourself so that when you retire you can maintain your lifestyle for your golden years.
We make pensions simple, showing you how to make the most of the money that you are putting aside. We will give you a step-by-step breakdown of how your pension will work.
Giving our clients the flexibility to provide for their future with our regular and single-contribution pension options.
- Personal Pensions.
- Executive Pensions.
- Retirement Bonds.
- ARF / AMRF.
- Annuities.
- Group Pensions.
Savings and Investments
You’ve worked hard to earn it; now make your money work for you.
If you’re saving for a rainy day or have a lump sum to invest, you need to make sure that any investments you’re considering are in line with your expectations.
We will work closely with you to understand your investment goals and attitudes towards risk and return. We will then create an investment plan you can have confidence in.
A range of savings and investment options backed by world-class fund managers to help your clients achieve their financial goals.
- Investment Bonds.
- Regular Savings.
- Corporate Savings.
- Tax Relief Investments.