The Service

The particular wide range of disciplines and experience within the practice means that our clients can obtain comprehensive advice across a variety of markets.

Private Clients:

Life and Serious Illness Protection**
Regular Savings and Lump Sum Investments
Pension Planning
Post Retirement Planning
Private Medical* and Health Insurance**
Income Protection** and Replacement Plans
Mortgages, Re-Mortgages and Capital Raising
School Fee Planning
University Support Plans
Inheritance Tax Planning*

Corporate and Commercial Clients:

Pension Planning
Tax Mitigation Planning
Medical* and Health Insurance** for Directors and Employees
Protection of Key Personnel & Partnership Insurance**
Business Protection**
Commercial Loan facilities
Tax Planning for the Self-Employed*

International Clients:

Residential & Commercial Mortgages for Non-UK Nationals*
Special Mortgage Facilities for Expatriates*
Contacts maintained with Property Management and Letting Agents to assist potential Off-Shore Investors*
Tax Efficient Off-Shore Investments* and Savings Plans, Pension Planning for Expatriates

*The Financial Services Authority do not regulate these services / products
**Not all forms of these products / services are regulated by the Financial Services Authority