Products
As a completely independent company we offer impartial advice and solutions based on the entire marketplace of financial products ensuring solutions fit both current and future needs in an complex and ever changing world.
Insurance and Protection Products
These products cover the entire range of business protection and include:
- Group life cover
- Private medical insurance
- Permanent health insurance
- Key person cover
- Group Critical Illness
Retirement Products
We select and continually review the products to provide pension arrangements during service together with those options available at retirement:
- Group pensions (occupational and personal)
- Group SIPP (Self Invested personal Pensions)
- SSAS (Small Self Administered Pension Schemes)
- Executive pension planning
- Group Personal Pensions
- Group Stakeholder Pensions
- Retirement Income Options
- Transfer Analysis
Savings & Investment
Strategic products to facilitate the finance of lifestyle expenditure such as luxury items, education or the supplement of retirement income. These include:
- Tax Offset Schemes
- Mutual Funds
- With Profits Funds
- Offshore Investments
- Ancillary benefits
Estate Planning