Financial Advice. Pensions, Life Insurance and Investments.

Our Financial Advice Insurance Products

Life insurance

Life insurance can give you peace of mind, because it’ll give your loved ones a payout if you die during

Pensions

Why should I get advice on pension? Pensions have arguably become more complicated over the last few

Investments

What are the different types of investments? There are four main investment types, or asset classes,

Critical Illness Insurance

Critical illness cover is a kind of sickness insurance which could help protect your future and your

Private Medical Insurance

Having health insurance means you get private healthcare treatment if you are ill or injured. Many people

Income Protection

Income protection insurance covers you if you can't work because of illness or injury. It’s a kind

Financial Advice

Financial Advice.

INVESTMENTS

Financial Advice on:

• Ethical investments

• Investing for income

• Investment trusts

• ISAs

• OEICs

• Offshore investments

• Socially responsible investments

• Traded endowment policies

• Unit trusts

PROTECTION

Financial Advice on:

• Accident & sickness

• Critical illness

• Healthcare

• Income protection insurance

• Life insurance

• Long term care

• Payment protection insurance

BUSINESS

Financial Advice on:

• Commercial mortgages

• Corporate pension

• Employee benefits

• Group critical illness

• Group income protection

• Group ISA

• Group life insurance

• Group pensions

• Group private medical insurance

• Group protection

• Group risk

PENSIONS & SAVINGS

• Lump sum

• National savings

• Regular savings

• Savings for children

• School fees planning

FINANCIAL PLANNING

• Wealth management

TAX & TRUST PLANNING

• Estate planning

Call us on 0161 702 0301

We aim to offer the best possible service