Financial Services

In today's credit card and loan society it is even more important to plan today for your tomorrow.

Whether you are looking to save for your retirement or for your child's education, or even looking to move home, our financial services team can help.

You gain the benefit of fully qualified, experienced and approachable advisers who are independent, providing you with the best solution to your needs.

Our personal services include

• Pre and post retirement planning
• Investment portfolios
• Mortgages and remortgages
• Equity release / lifetime mortgages
• School fee planning
• Life assurance & sickness protection
• Private medical care

We also advise businesses on

• Pension planning (including SIPP/SASS and stakeholder)
• Commercial mortgages
• Key employee insurance
• Shareholder protection

Call Angela Huggins, Sue Reyes or Linda Amatt on 0115 956 8651 for further information.

Regulated by the Financial Services Authority