Private Clients

Private Client




PENSIONS

  • Planning for retirement
  • Choices at retirement
    (drawdown/annuity/flexi-access)
  • Pension choices when changing jobs
  • Final salary pensions
  • Children’s stakeholder pensions
  • Self-invested pensions (SIPPs/SSAS)

INVESTMENTS

  • ISA investments
  • Structuring to mitigate IHT
  • School fees planning
  • Bonds (onshore & offshore)
  • Enterprise Investment Schemes (EIS)
  • Venture Capital Trust (VCT)
  •  

PROTECTION

  • Cover for:
  • Life
  • Mortgages
  • Critcal illness
  • Family cover
  • Income protection
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What Clients Say:

Trust, knowledge, experience and independence.