Our Services
Personal
Wealth Management for Private Clients and Trustees.
“Saving is a very fine thing, especially if your parents have done it for you.” Winston Churchill
| Protection | life and critical illness cover for family, lifestyle and loans |
| Income Protection | Permanent Health Insurance (PHI), long-term illness / disability |
| Retirement planning | personal pensions, transfers, retirement annuities, early retirement, Self-Invested Personal Pensions (SIPP), income drawdown, annuities |
| Regular Savings | ISA, with-profits endowment, education costs |
| Investment | for income or capital growth, level of risk assessment |
| Tax | Income Tax and Capital Gains Tax (CGT) |
| Inheritance Tax (IHT) planning | estate planning, wills and trusts, codicils, deeds of variation, executor services, guardians |
| Divorce / Separation | marriage / relationship breakdown |
| Mortgages | residential, buy-to-let, re-mortgages, holiday homes |
| Expatriate / Offshore | planning and investment, foreign property |
| Private Health cover | Private Medical Insurance, Long Term Care (LTC) |
“Nigel…thank you very much!!! You have been Brilliant!”
Conor Graham
Trustee