Description
INDEPENDENT FINANCIAL ADVICE & PLANNING for Small businesses, professionals, directors and private clients.
- Pensions and retirement income planning.
- Investments and savings plans.
- Life assurance and income protection plans.
- Mortgages* and loans*.
- General insurance*.
A
comprehensive financial planning or specific advisory service tailored
to your short/ long term goals and objectives. Complete trust
and confidentiality assured. Fees or commission- the choice is yours. The
Financial Services Authority does not regulate finance, taxation and
trust advice, school fees planning, retirement planning, unsecured
lending, foreign currency mortgages, some aspects of commercial
mortgages and some aspects of buy to let mortgages. Levels
and bases of and reliefs from taxation are subject to change and their
value depends on the individual circumstance of the investor. There
may be a fee for mortgage advice. The precise amount of the fee will
depend upon your circumstance. Your
home may be repossessed if you do not keep up repayments on a mortgage
or any other debt secured on it. Think carefully before securing other
debts against your home. | 