Independent Financial Advisers in Nottingham

'Your finances made simple'

'Clear concise financial advice'

We look to give a personal Face to Face service to all, beginning with a detailed review of your financial circumstances, which initially costs nothing other than your time and input.

This is followed up with a presentation of our research and findings in the following areas:-

•   Protection - Life Insurance, Critical Illness, Income Protection, Mortgage Protection
    and Loan Protection.



•   Retirement - Personal Pension Schemes, Occupational Pensions, Stakeholder,
    Executive Pensions, Annuities and Retirement Options.
  
•   Investment - Lump Sum, Tax efficient ISA, Unit Trust, Investment Bond, OEIC,
    Long Term Care and Portfolio Planning



•   Savings - Deposit accounts, National Savings, Regular Monthly Savings for future.
    School Fees, University Fees or any other important future event e.g. special holidays
    and birthdays.



•   Mortgage - Moving House, First time buyer, Equity Release, Remortgage.

Additional areas covered are Share Protection, Partnership Protection and Key Man Assurance for business protection. Trusts, Personal Tax position, Wealth Management, Inheritance Tax Planning (IHT) and Wills.

It's your choice to action what you see as your priority, once you know what it is you need.

We work with you to ensure you save for what you want and protect what you have got.

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