Pensions
To help you create a financially secure retirement we can set up a pension plan, consolidate your current pensions and guide you through the recent legislative changes.
Automatic Enrolment
From October 2012 it’s been a legal requirement for every UK employer to automatically enrol their staff into a workplace pension scheme. Does this affect you?
Investment
If you have surplus money it makes sense to invest it; but you really do need to know what you’re doing. With our expertise and years of experience we’re here to help you.
Sustainable and Responsible Investment
Funds representing companies that care about the environment, promote equality and act responsibly, tend to accrue benefits for investors: ask us about ‘sustainable and responsible investment’.
Mortgages
It’s the largest financial undertaking most of us will ever make and the consequences of getting it wrong can be catastrophic. We can provide the help you need.
Protecting you and your Estate
We insure everything around us but often fail to insure ourselves. What effect would that have on either us or our dependants if we suddenly became seriously ill or died?
Protecting your Business
It’s not just tangible assets that need to be insured. If you own a business you should consider insuring against either losing control of it or even losing it altogether.