Financial advice is not a one size fits all service. Every client is unique, at different stages in their life, with varying wealth and different plans for the future. We work with local and national IFAs who consider all these aspects and more before providing advice and financial services tailored to your needs.
Even if you plan to sell a business or property to fund retirement, it’s worth considering the tax benefits and regular income of a pension. The Independent Financial Advisers we work with can help you find the best options from across the marketplace.
Employer Sponsored Pensions
In line with new regulations, all businesses in the UK must offer their staff a pension scheme. Our partner IFAs can advise you about scheme options, putting business property into a pension, contractual rights and trustee obligations.
Personal Investment Advice
Tax savings, incentives, better returns… our partner IFAs will research the investment market to find the best funds and fund managers for you.
Put plans in place to protect your family should the worst happen with the best policy for your circumstances.
Commercial or residential, moving or re-mortgaging… the advisors we work with can help you find the best deal on the right type of mortgage for you.
If you’re looking to release funds from your property as a regular income or a lump sum, our partner IFAs will show you your best options and get you the best terms.
Business and Directors’ Protection
Specialist services to protect your borrowings, cover you against business liabilities and insure your business partners or key personnel are all available though our network of IFAs.