Advice areas

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Investments

There are many different types of investments available, so choosing the right option can be a daunting decision for individuals to make on their own. With our help and guidance, clients can invest a lump sum, commence regular contributions or both in to various plans after taking important factors ...

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Pensions & Retirement Planning

Pensions and retirement planning are areas of financial planning that many clients are often confused about when they first come to us. However, a pension plan is simply a savings vehicle with tax advantages, but there are many different versions of pensions in existence due to ever changing rules a...

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Protection

Protecting your family, mortgage or business against death or ill health is an important area many clients should consider. There are many different options, including life cover, critical illness cover, income protection, accident sickness and redundancy cover and then different elements to bear in...

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Equity Release

Equity Release comes in two main forms, either Lifetime Mortgages or Reversion schemes. Either must be entered into carefully and with great consideration. Our advisers will go through the pros and cons with you (and your family if you wish) to discuss whether borrowing against or selling your home ...

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Independent Financial Advisers

Advice areas

Advice areas