OUR SERVICES
PLANNING FOR THE WHOLE FAMILY
We believe that it's never too early or too late to benefit from planning for every stage of life. No matter where you are on life's journey, we have the UK financial advice you need. Explore our offerings for each family member below to see how we can help...
GRANDAD
He wishes to maximise and manage his retirement income and aim to make sure he leaves something for his wife and family when he is no longer around.
We can help with:
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Will & Lasting Power of Attorney*
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Pension Flexi-access Drawdown
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Investments
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Inheritance tax planning
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Lifetime Mortgages (Equity release)*
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Trusts
GRANDAD
GRANDMA
She also wants the best for her retirement income and wants to make sure there is not a financial burden for others when she dies.
We can help with:
Everything we can do for Grandad plus:
Funeral planning
GRANDMA
DAD
He aims to protect his family, save for their future and his own. To achieve this, he works hard and plays hard.
We can help with:
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Life, critical or serious illness cover
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Income Protection
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Health Cover
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Mortgages*
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Savings
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Retirement Planning
DAD
MUM
She wants the same as her husband and worries about the hours he works. She has her own career and is concerned about the children’s future. She wants to make the most of what they have.
We can help with:
Everything we can do for Dad plus: Holiday saving plans
MUM
CHILDREN
We can help with:
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Junior ISAs for saving and providing them with a strong start in life
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Trust funds can be set up for various purposes, such as:
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A first car, college/university fees, a deposit for a house, or even retirement
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They can also have a degree of life and serious illness cover
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Junior SIPP’s helping set them on their own journey to retirement
children
*Services available through our partners
