Executive Financial Planning - Our Products

Pensions

We have access to a full range of products for personal or company pension planning and can advise on the best way of ensuring a profitable retirement. This includes Stakeholder pensions, Personal pensions all types of, Annuity and Income Drawdown.

Investments/Savings

Advice on tax free savings and investments
Investment Bonds, OEICS, and Unit Trusts for other investors, which can be used to provide income or growth
Regular Savings Plans

Mortgages

Personal

Access to the widest range of domestic mortgages, whatever your circumstances including:
Loans to buy and convert PRC houses
Fixed/Variable/Capped/Rates mortgages
Interest only/Repayment
Flexible Mortgages
Buy to Let

Business

We have a link to an experienced commercial mortgage broker.

Protection

Personal

Life Assurance Family Income Benefit and Critical Illness to offer solutions for a tax free monthly or lump sum benefit, which can be for the protection of a mortgage or family.
Whole of life assurance to mitigate inheritance tax on estates over the current threshold.

Business

Using Life Assurance and Critical Illness to help Shareholder or Partnership protection situations, or to provide group life Assurance for employees.

Lifestyle

We can provide income protection or private medical insurance on an individual basis or on a group basis for employees. We can also offer Accident sickness and unemployment cover to run alongside a mortgage.

Wills

We have a link to a separate company offering a will writing service.