We provide trustworthy, unbiased, independent advice in the following areas:
- Pensions and Retirement Planning
- Investment for Growth or Income
- Individual Savings Accounts (ISAs)
- Inheritance Tax Planning
- Life Cover, Critical Illness and Income Protection
- Wills, Estate Planning and Lasting Powers of Attorney
- Protecting Your Wealth and Your Family
- Corporate Financial Planning and Business Protection
- Private Medical Insurance
We offer a choice of meeting options, this can be within your own home, within our office near Fareham or by using Skype digital technology. There are no fees charged for your initial consultation which we are pleased to offer at our expense. We offer a choice of payment methods including fee agreements which are all agreed with clients before financial planning advice is given.
