Private Client Services
Personal and Family Protection
- Life Assurance
- Income Replacement Insurance ##
- Critical Illness cover ##
Retirement Planning
- Personal Pension Plans
- Pension Transfer Advice
- Annuities
- Drawdown Pensions
- Phased Retirement
- SIPP’s
Investment
- Building Society/Bank Deposit Accounts **
- National Savings **
- Investment Funds
- Individual Savings Accounts (NISA)
- Investment Bonds
- Venture Capital Trusts
Others
- Inheritance Tax Planning **
- School Fee Plans
Corporate Client Services
Occupational Pensions
- Staff Pension Schemes (including Stakeholder)
- Directors Pension Arrangements
- Small Self Administered Schemes
Other Employee Benefits
- Long Term Disability Protection Schemes ##
- Group Death In Service Schemes
- Group Critical Illness Insurance ##
- Pre-Retirement / Redundancy Counselling **
Corporate Risks
- Key Personnel Insurance ##
- Share Buyout Arrangements **
- Partnership Planning
## Not all forms of these Products/Services are regulated by the Financial Conduct Authority
** The Financial Conduct Authority does not regulate these Products/Services