Services we offer

Investments & Financial Advice

You work hard for your money so we want you to make the most of it. That’s why we offer a range of products and services that we think are the best. With some of the UK’s best-performing investment funds, we're on your side when it comes to your financial future.

A selection of products and services we offer

Financial advice

Whatever your financial goals, be it paying for your children's education, investing for your future, or making sure your family's lifestyle is protected we're here to help you make the right choices

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Investments

We offer a variety of investment options to help you achieve your financial objectives. With a carefully selected range of investment funds designed to help meet your individual investment needs, all provided through Legal & General.

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Protecting your family

We have helped over 350,000 customers to financially protect themselves, and their families. We can guide you by offering advice on our range of protection options to find the one that works best for you

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Inheritance tax planning

If your estate is currently worth more than £325,000 your beneficiaries could be liable for up to 40% tax on your death. We can help you plan ahead and potentially reduce any tax liability

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Sharedealing

By using the Sharedealing service, you’ll have the opportunity to invest directly in the stockmarket both in the UK and overseas and you can pick and choose the companies that you want to invest in

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Come and see us

Make an appointment to see one of our team of Financial Planning Managers and they will take the time to understand your financial situation, then give you clear, straightforward advice on investments and protection to help you meet your financial goals.

We will advise and make a recommendation for you after we have assessed your needs, but we only offer restricted advice on limited types of products from a limited number of companies. You may ask for the list of companies and products we offer advice on.

Need financial advice?

How we can help

Make an appointment