Key financial products...

Pension products

  • Self invested personal pensions (SIPP)
  • Personal pension plans
  • Stakeholder pension plans
  • Small self administered schemes (SSAS)
  • Retirement annuity contracts (RAC)

Investment products

  • Individual savings accounts (ISA)
  • Unit trusts
  • Investment bonds
  • Offshore investment bonds
  • Investment trusts
  • Stocks and Shares administration
  • Exchange traded funds
  • Deposit accounts
  • Venture capital trusts (VCT)
  • Enterprise investment scheme (EIS)
  • Trustee investment plans (TIP)

Savings products

  • National savings products
  • Fixed and variable deposit accounts
  • Regular payment saving accounts

Mortgage products*

  • First time mortgage
  • Re-mortgage
  • Buy to let mortgage
  • Commercial mortgage
  • Second home purchase / holiday home mortgages
  • International mortgages
  • Equity release products

Life assurance products

  • Term assurance
  • Decreasing terms assurance (mortgage protection)
  • Family income benefit
  • Whole of life assurance
  • Critical illness
  • Long term care

Other insurance products

  • Accident, sickness and unemployment insurance
  • Private medical insurance
  • Income protection insurance
  • Home insurance

Some of the services that we offer are not regulated by the Financial Services Authority.

*Your home may be repossessed if you do not keep up the repayments on your mortgage. In the event that you arrange Equity Release - CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT SEEK INDEPENDENT ADVICE.

For mortgage and equity release, we do not typically charge a fee, however in some circumstances we may. In the event that we do, our minimum fee starts from £1000 however the precise amount will depend on your circumstances.


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