Chartered Accountants &
Registered Auditors

• Mortgage & Loan Protection
• Income Protection
• Family Protection
• Private Medical Insurance

Investments

• ISAs
• Collective Investments
• Investment Bonds
• Alternative Investments

Pensions

• Stakeholder
• Personal Pension
• Executive Pension Plans
• Self Invested Pension Plans (SIPPs)

Savings

• Cash ISAs
• National Savings & Investments

• Wills
• Tax mitigation schemes
• Trust based planning

Income Tax Planning

• Structuring of assets / investments
• Venture Capital Trusts (VCT)
• Enterprise Investment Scheme (EIS)
• Film Partnerships

Mortgages

• Residential
• Buy-to-let

Long-Term Care

• Pre-funded
• Immediate needs

Lifetime Mortgages (Equity Release & Home Reversion)

• To provide a lump sum
• To provide income provision