We offer a comprehensive range of services and so, as well as mortgages, pensions and investment, we can offer expert advice in all of the following areas:

Family Protection
Is all about having a financial safety net in place so that your family can remain financially secure should the unthinkable happen. Family protection can cover life insurance, critical illness cover and income protection. 

Business Protection
Is an insurance contract that helps protect a business from the financial effects of key people being diagnosed with a critical illness or dying. 

Income Protection
Provides regular payments that replace part of your income if you’re unable to work due to illness or an accident. 

Mortgage Life Insurance
Typically pays out a lump sum that can be used to help your dependants clear your mortgage debt if you die or are diagnosed with a critical illness. 

Retirement Planning
Involves determining retirement income goals and what’s needed to achieve those goals. Retirement planning includes identifying income sources, sizing up expenses, implementing a savings program, and managing assets and risk. 

Investment Planning
Is the process of identifying financial goals and converting / constructing them into a plan. Investment planning is the main component of financial planning as the investment planning begins with identification of goals and objectives, then you are able to construct an investment plan that meets those goals and objectives. 

Private Medical Insurance
Pays some or all of your medical bills if you’re treated privately. It gives you a choice in the level of care you get, and how and when it’s provided – meaning you do not need to rely on the NHS.