Investments, Life Assurance, Critical Illness Protection, Income Protection, Pensions, Savings, Mortgages.
Retirement Planning Specialist
Advice and planning towards, at and after retirement. This includes options on conventional annuities, asset backed, enhanced life and impaired annuities and income drawdown. It also includes full advice on the Pension Freedom Options available from April 2015.
Wealth Management Strategies, Trusts, Inheritance tax Planning, Estate Planning.
Business Protection, Pension Planning, Employee Benefits.
Property Purchase, Mortgages, Mortgage Protection, General Insurance.