Services we offer
As Chartered Financial Planners and Independent Financial Advisers, we are able to offer our clients high quality advice on products from every financial product provider in the UK.
The principal fields in which we offer advice are :
Investment Planning
Regular Savings
Inheritance Tax Planning
Retirement Planning
Pension Transfers
Pensions and Divorce
Annuity Choices
Life and Critical Illness Protection
Health and Income Protection
Long Term Care
Mortgage referrals
Corporate and Personal Tax Planning
Self Assessment Returns via referral to "GB Personal Taxation Limited"
.