Our Wealth Protection Division is perfectly situated to assist our clients
with Wealth Protection. Given that the current economic and financial outlook is hardly exciting it is very important that
our clients look to protect what they have and build from there.
Our Wealth Protection Division undertakes all aspects of planning issues
but is heavily involved in the following:
Pension:
personal pensions, stakeholder, group pensions
Investments:
investment bonds, ISAs, offshore investments
Inheritance Tax Planning:
Trust/Estate planning
Life Assurance advice:
Life assurance, critical illness, whole of life
GENERAL INSURANCE DIVISION
It is becoming more and more essential that you take advice
regarding your insurances given the current climate that we all live in. More and more claims are being made and therefore
our General Insurance Division is here to assist our clients in making the right choices around their insurances.
Types of activites include: Business insurance, employer
liability, public liability, business interuption, household contents, motor
