Key Services Our key services include: Pensions – personal arrangements & group schemes Investments – tax efficient lump sum & regular contributory options Protection – income protection, key person insurance, family protection & mortgage protection Inheritance tax planning Trust We aim to gain the trust of our clients by following three simple rules. Firstly, we explain the advice process fully and in plain language before we commence work; secondly, we make the benefits and risks of our recommendations understood; finally, we do what we say we will. None of this is revolutionary, but the fact that we are advising the third generation of many of our customers’ families will go some way to reassuring you of our trustworthiness. FAQs We offer a comprehensive ongoing service including regular reviews if required. Some of the frequently asked questions that we can help answer include: Should I have a SIPP and what can it do for me? How can I reduce my tax bill? Where is the best place to invest my money? How should I plan for retirement? Must I buy an annuity with my pension fund? Who offers the best value income protection and what do I need? Can I make investments and save tax? How can I plan for inheritance tax? How can I achieve growth potential and control risk? Would I benefit from using Trusts? Can I do better with my existing pensions and investments?

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