Financial Services
We have a well-established Financial Services Department, which is staffed with
experienced and qualified advisers.
We can offer advice across the whole market place on all products relating to savings,
investments, retirement planning and protection for both the corporate and the individual
clients.
We are regulated by the Financial Services Authority and are committed to giving the best
possible advice to all our clients and a highly proficient service.
As there is a wide range of products available our knowledge, experience and professional
guidance will work to your advantage.
For further information please contact: Switchboard – 020 8315 5000
The Protection Market or Life Assurance
In this time of uncertainty and the fast-moving, busy lives people lead, protection is paramount. Not only is there a need
to safeguard the individual person, but companies and business also need protection.
- Whole of Life Policies
- Mortgage Protection
- Critical Illness
- Endowment
- Keyman Assurance
- Partnership and Shareholder Protection
- Permanent Health Insurance
- Private Medical Insurance
The Savings and Investment Market
Whether you need specific savings or to produce growth and accentuate your capital there
is a variety of products available on the market to suit every investment need.
- Individual Savings Accounts
- Unit Trusts
- With Profit Bonds
- Portfolio Bonds
- Distribution Bonds
- Income and Growth Bonds
- National Savings Products
- Investment Trusts
- Maximum Savings Plans
- Versatile Investment Plans
- Mitigating inheritance liabilities
The Retirement Market
The value of the State Pension becoming lower and lower in relation to the National Average
Earnings by 2010 it will represent less than 13% of a man’s weekly wage.
The Retirement Market - Individual
- Stakeholder Pension
- Personal Pensions
The Retirement Market - Business
- Group Personal Pensions
- Stakeholder Schemes
- Executive Pension Schemes
- Small Self Administered Schemes
- AVC’s and Free Standing AVC’s
- Group Life Schemes
- Group Permanent Health Insurance
- Group Medical Insurance