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We provide restricted financial advice in most areas of financial planning including those shown below:
Investment & Portfolio Planning - ISAs, unit trusts, discretionary management service, investment bonds, ISA transfers etc, including analysis of existing investments.
Retirement Planning - Personal pensions, stakeholder pensions, group pensions, self-invested personal pensions (SIPPs).
Business Planning - Key person protection, partnership protection, shareholder protection, directors pensions.
Tax Planning - Inheritance Tax, Capital Gains Tax and Income Tax.
Protection - Life cover, critical illness protection and income protection.
Regular Savings Plans - ISAs, children's savings plans, school fee planning, university planning