Private client services

“expert guidance on risk management and financial planning to corporate and personal clients for more than 35 years”

• Retirement & Post Retirement Planning
• Self Invested Personal Pensions
• Investment Planning
• Tax & Inheritance Tax Planning
• Income Protection
• Mortgages

Personal Financial Planning

Income Protection can play a key role in personal financial planning, and we can identify and arrange the most suitable insurance cover to provide a financial safeguard for you and your family when you need it most.

• Life Assurance
• Critical Illness Insurance
• Private Health Insurance