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OUR SERVICES

PLANNING FOR THE WHOLE FAMILY

We believe you're never to young (or too old) to benefit from planning for every stage of life. Here's how we can help, wherever you are on life's journey. Explore each member of our family 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:

Will & Lasting Power of Attorney*

Pension Flexi-access Drawdown

Investments

Inheritance tax planning

Lifetime Mortgages (Equity release)*

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 wants to protect his family and save for their future and his own. In order to do this he works hard and plays hard.

We can help with:

Life, critical or serious illness cover Income Protection

Health Cover Mortgages*

Savings

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:

 

Junior ISAs for saving and to provide them with a good start in life

Trust funds can be set up for:

A first car, college/university fees, a deposit for a house or even retirement

 

They can also have a degree of life and serious illness cover

children

*Services available through our partners

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MORE SERVICES

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INVESTMENT

ADVICE

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MORTGAGE

ADVICE

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PROTECTION PLANNING

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ADVICE FOR

BUSINESS

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RETIREMENT PLANNING