Products and advice areas that we cover

It is our role as an Independent Financial Adviser to help you choose the right products in order to help you meet your goals and objectives.

The How we work section of this website explains how we work with you to achieve this. We are qualified and licensed to offer advice on the following products.

( Please click on the Section Headings below for more details )

Savings & Investments

  • Savings Accounts
  • National Savings & Investments
  • Individual Savings Accounts (ISAs)
  • Investment Bonds (Onshore / Off shore)
  • Investment Trusts (ITs)
  • Venture Capital Trusts (VCTs)


  • Personal pensions
  • Workplace pensions


  • Whole of Life cover
  • Term assurance (Mortgage protection)
  • Critical illness cover
  • Income protection
  • Buildings & Contents cover


  • Home purchase
  • Re-mortgages
  • Buy-to-let mortgages

Tax Planning

  • Inheritance Tax
  • Wills
  • Making use of allowances