We can help clients in ensuring they have adequate arrangements to provide replacement income or capital should they be unable to work through sickness, accident, disability, or death. We have access to the entire market for researching and recommending suitable products for any client needs. We can undertake a protection planning review to assess the…
We can advise clients in respect of Equity Release mortgages. Equity Release is an option available to people in retirement who own their own property and have a specific need for money to improve their financial situation. There are several reasons why people may wish to release equity from their property such as, for example…
The need for people to obtain and fund long term care in later life is increasing and we can assist our clients, and attorneys acting on behalf of clients, in respect of their options for the funding of long-term care costs. The process involves an initial meeting to get an understanding of both the care…
We can provide advice and guidance to clients on their arrangements for managing their affairs in later life as well as for planning to pass on wealth to their families upon death. Whilst we are not able to prepare and put in place Lasting Powers of Attorney, we are able to discuss and explain the…
Whether you have a lump sum to invest, want to put money aside to cover future expenditure (such as school fees) or wish to invest to generate additional income in retirement, we can advise and assist you on setting up new investments. We can also carry out reviews of existing investments to comment on their…
We can advise on most aspects of pensions and retirement planning. Whilst we do not currently advise on Defined Benefit Pension Transfers, we are able to introduce clients seeking advice to trusted partners who can provide both abridged and full advice. The changes to pensions introduced in 2015 significantly increased the options for how pensions…
