Our Services

We are able to advise and provide solutions to a wide range of areas such as:-

  • Life assurance
  • Individual and corporate pension planning
  • Investment advice
  • Offshore financial planning
  • Health insurance
  • Employee benefits
  • Tax planning

Pension Planning

Pensions are financial tools whose purpose is the provision of money in old age.

Investment advice

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

Tax Planning

Some people pay too much tax, or miss out on opportunities to reduce their tax.

Inheritance Tax

Maximise the benefit for those you care about.

Life Assurance

The aim of life assurance cover is to provide money for people who financially depend on you.

Corporate planning

Most small to medium sized firms are unprepared in some areas of financial planning.


This facility enables you to create customised portfolios of all your investments as well as producing valuations and alerting you to price or value movements.