Individual Clients

Services We Offer

Savings and Investment

It’s important to review your savings and investment portfolios on a regular basis, to make sure they are still meeting your requirements and needs. Your investment aims and objectives may have changed, we ensure your investment strategy reflects this. Whether there is not long left until you retire or you are considering starting to save for your retirement, you might want to think about re-structuring your portfolio or putting a little more into it with spare disposable income.

There are so many different types of investments and savings plans available that seeking professional advice makes sense. We advise on the right kind of investment to suit your current plans, future aspirations and attitude to risk. We believe that all types of savings and investments should be reviewed on a regular basis.

Please contact us for information on products we advise on.

Mortgages

We have a comprehensive approach to mortgages including First Time Buyers, Landlords, Commercial and Remortgage.

Savings and Investment

It’s important to review your savings and investment portfolios on a regular basis, to make sure they are still meeting your requirements and needs. Your investment aims and objectives may have changed, we ensure your investment strategy reflects this. Whether there is not long left until you retire or you are considering starting to save for your retirement, you might want to think about re-structuring your portfolio or putting a little more into it with spare disposable income.

There are so many different types of investments and savings plans available that seeking professional advice makes sense. We advise on the right kind of investment to suit your current plans, future aspirations and attitude to risk. We believe that all types of savings and investments should be reviewed on a regular basis.

Please contact us for information on products we advise on.

Mortgages

We have a comprehensive approach to mortgages including First Time Buyers, Landlords, Commercial and Remortgage.

Protection

Protecting the things you value most in life (your family, your home, or standard of living) is largely dependent on your personal wealth.

In order to protect the important things in your life, you need to plan for the expected (retirement, death) and the unexpected (accident, unemployment and serious illness).

Setting aside money for a rainy day is a good idea, but your savings may not be enough to cover all your costs if something unexpected happens.

One of the easiest and most common ways to protect your assets is insurance – whether it’s to protect your family, standard of living or health or even your home.

There are lots of different types of insurance, but their basic function is the same: to protect you and your loved ones from unexpected financial loss or costs.

Please contact us for advise on appropriate solutions.

Retirement Planning

Prior to retirement, when looking at pensions, there are so many questions and very often too few answers. Our advisers can help you look at your financial planning for retirement, review your current provision and help you better understand your options.

Once you reach retirement, how you use your funds can often be the largest single financial planning decision you make. There is a wide range of options available and our financial planners are able to consider all of these and help tailor the best solution for your aspirations in retirement.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you initially invested.