Our Services

Whose products do we offer?

Investment (Pensions, Retirement Options, Life Cover, Criticall Illness Cover, Permanent Health Insurance, Private Medical Insurance and Long Term Care) - We offer products from the whole market place, not just from a few selected companies, which ensures that we can match the most suitable product to your needs.

Insurance - We offer products from a range of insurers (see above) for term assurance. These products include Life cover, Critical Illness cover, Permanent Health Insurance and Long Term Care.

Mortgages - We deal with mortgages from the whole market. - your home may be repossessed if you cannot keep up the repayments on a mortgage or other loan secured on it.

Lifetime Mortgages (Equity release and Home Revision Plans) - We will limit our research to those providers who are members of S.H.I.P. (Safe Home Income Plans) in order to ensure that you have certain guaruntees in place whilst still providing you with a very wide choice of schemes and options.

Which services will we provide you with?

Investment - We will advise you and make a recommendation for you based on our assessment of your needs and attitude to risk.

Insurance - We will advise and make a recommendation for you after we have assessed your needs for Life cover, Critical Illness cover, Permanent Health Insurance and Long Term Care insurance contracts. We do not advise on general insurance. We will introduce you to an independent general insurance broker, on request.

Mortgages and Lifetime Mortgages - We will advise and make a recommendation for you after we have assessed your needs.