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January 7, 2009
 Our Services     
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Free Consultation - 04 December 2008

 

Do you want to see one of our professional advisers.  Contact us today and we will arrange your first consultation free.  

Follow the link to our contact page , where you can fill in the form or just pick up the phone and give us a call.

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Treating Customers Fairly Minimize

Outcome 1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.

Outcome 2: Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.

Outcome 3: Consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.

Outcome 4: Where consumers receive advice, the advice is suitable and takes account of their circumstances.

Outcome 5: Consumers are provided with products that perform as firms have led them to expect, and the associated service is of an acceptable standard and as they have been led to expect.

Outcome 6: Consumers do not face unreasonable post-sale barriers imposed by firms to change product, switch provider, submit a claim or make a complaint.
 
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Money Made Clear from the UK's financial watchdog (FSA)
Unbiased.co.uk - independant financial advice
FSA- Financial Services Authority
Click here for the Financial Times website.
 
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Financial Advice

 We offer Independent Financial Advice. Whatever your needs or requirements we will always ensure you will be provided with the most appropriate products to match your requirements.  All our advice is given by qualified individuals.  If you would like to make an appointment with one of our specialist advisers then contact us today. Your first consultation will not be charged.

 

Wealth Planning

 

Wealth Planning for your future and retirement? 

Our planning service is designed around you as an individual.  Whatever you financial situation may be at present we can be there to advise you by working closely and developing a long term relationship to assist you in making and planning for the big decisions in your life. Assisting with Inheritance Taxation, Will writing, Capital Gains Taxation and planning for a retirement that might involve setting up trust funds for your family.  Wealth Planning encapsulates all the changing financial requirements within your lifetime.

 

Investments

 

If you are looking to invest for your future then we are able to help you find the right investment plan for you. There are over 20,000 different savings and investment products available to UK investors.  Whether you are looking to invest £5 per week or more then we will help you find the right investment product.

 

 

Tax Planning

 

If you are self employed, running a business or employed we can help you with Income tax, Inheritance Taxes and Capital Gains Taxes. 

Inheritance Tax – Do you know what happens when you inherit items of value?

Capital Gains Taxation - Do you know what happens when you make a profit on an asset?

 

 Life Assurance

 

What type of Life Assurance do you need? We search the whole of the market to find you the right product to fit your requirements.  The cheapest option may not always be the best option.  Everybody has different requirements and circumstances so the cover you require will also be different.  On our site you will find a life insurance calculator to assist you and there is also a link to get a quotation.  If you need any help or advice then please do not hesitate to contact us today.

 

 

Mortgages

 

Whether a first time buyer or moving home, a property developer or a buy to let professional we will be able to assist you in finding a suitable product.  With over a thousand different mortgage products available we will search and do the hard work for you.

 

 

Trusts

 

What is a Trust and why would you use them?  

There are many reasons why you should consider using a Trust.

Your assets can be protected from inheritance tax.

Your assets can be protected from creditors and care fee agencies.

You can use a trust to release income but the remaining growth will be left for your beneficiaries.

The list of trust benefits are many, we will search for the suitable product that fits in with your estate planning requirements.

 

 

Wills & Inheritance

 

Have you made a Will? 

Do you know what happens to your estate and your inheritance?

We will help you create your Last Will and Testament.

Check our Will flowchart to find out more information on why making a will is good practice. 

Click Here

 

General Insurance

 

 We can provide quotations for general insurance products.  Click here and you will be taken to the insurance section.

 

 

Equity Release/Home Reversion Scheme

 

Equity Release is a term given to releasing equity from your home in the form of a cash lump sum..  They are also known as Home Reversion Schemes.  They are usually in the form of SHIP ( Safe Home Income Plans).  This is an association set up in 1991 that has a code of practice and how the equity release plan is performed. Click here to review the SHIP code of practice

 

 

Pensions / Pension Transfer

 

 If you are looking to start a pension or even review your existing pension we can assist you.  We will do all the research and all the hard work.

So if you are puzzled by your pension, do not understand a SIPP  to a Stakeholder Pension, Company Pension to an S32 Buy Out Plan and just struggling to understand what you may or may not have then do not hesitate to contact us today. 

 

If you would like to arrange your free initial consultaion please do not hesitiate to contact us today.

 
 
FT.Com Minimize

Cattles to slash jobs and cut lending
The specialist lender will slash 1,000 jobs and radically curtail new lending as it seeks to adapt to the 'continuing uncertain funding environment' affecting its core business

Domino's Pizza delivers upbeat trading update
The pizza delivery franchise defied the gloom on much of Britain's high streets and by delivering a rise in like-for-like sales and promising to beat current profit expectations for this year

M&S unveils cost cuts as sales fall
The UK's biggest clothing retailer, averted a profit warning but responded to weak Christmas sales – UK like-for-like sales fell 7.1% in the 13 weeks to December 27 – with a massive cost-cutting plan

M&S to cut back food-only chain
Underperforming Simply Food stores face axe as retailer tries to trim cost base

Strong getting stronger as weak go to the wall
The dramatic December markdowns on offer across the high street, coupled with a succession of retail failures before and since Christmas, led many in the City to fear that this year's trading updates would be the worst for decades

Irish minister offers help for WW workers
The Irish government has indicated that it may be ready to help current and former Ireland-based employees of Waterford Wedgwood to secure their pensions, after the luxury tableware company was put into receivership this week

UK pension funds gain from drop in sterling
The UK currency's steep slide in 2008 has been a boon to retirement benefits, cushioning the blow from heavy losses in equity markets, preliminary figures from State Street show

London Capital thrives on volatility
Shares rose 11.2 per cent after the spread betting and derivatives company said it would propose raising the dividend and predicted full-year results would be 'ahead of management expectations'

Admiral plans to ring-fence pubs
Admiral Taverns became the latest pub operator to highlight the tough trading conditions in its sector, after it announced plans to ring-fence 400 of its most troubled pubs into a new operation in a bid to improve trading

Investors cheer as retailers reassure
Investors were offered some cheer that Christmas might not have been a total wash-out for the high street, as the retail reporting season kicked off with slightly better than expected performances from two of Britain's biggest clothing chains

IG bucks downward trend with global expansion
The UK's largest spread better and a world leader in selling contracts for difference and other financial derivatives, is still pulling in new clients and expanding globally at a rapid rate

InBev to close historic Mortlake brewery
The world's largest brewery, has decided to close the historic Mortlake site where Budweiser is made, as part of an efficiency drive following the $52bn acquisition of Anheuser Busch

Hedge fund cuts fees for early exits
Sushil Wadhwani reduces withdrawal fees as part of plans to raise new assets following a year of strong returns, even as rivals are stopping investors getting their money back

O'Reilly faces up to increased loss
The Irish businessman's losses on Waterford Wedgwood could rise if receivers appointed to the collapsed tableware company are unable to repay the bank debts in full

Christmas cheer for Co-op
Sales in the UK food retailer's shops were 6% higher in the three weeks to January 3 than last year, after stripping out fuel and the effect of new store openings
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