Savings and Investments

Get help to potentially generate a better return on your savings, with a full range of investment options which could include equities, funds and bonds.

 

Pensions and Retirement

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Retirement income (annuities, drawdown)

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

 

Inheritance tax Planning

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

 

Equity Release

Get help with understanding your options for releasing equity from your home. Understand the main options, the costs associated and the long term implications of each option. Equity release will reduce the value of your estate and could affect eligibility to means tested benefits. Your adviser should be able to assess and explain this to you.

 

Insurance and Protection

Get help to understand the best level of life cover, critical illness cover and income protection for you.