Services for private clients
The practice is partner-led, thus ensuring continuity and personal contact with our clients. We aim to establish a strong personal relationship and to provide a comprehensive and professional service.
We provide comprehensive and impartial advice, tailor-made to each individual client’s circumstances. Our advice is fee based and is not tied to any life insurance company. We are, therefore, truly independent and if we recommend a product to a client which would usually pay a commission, we will either either rebate the commission due, set it against our fees or can allow the commission to be rolled up to enhance the investment.
Our services include:
- Personal pension investment and review
- Company pension schemes investment and review
- Retirement planning
- Strategic advice
- Life assurance, critical illness and permanent health insurance
- Tax effective investments