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Private Client Services
PERSONAL AND FAMILY PROTECTION
- Life Assurance
- Permanent Health Insurance
- Critical Illness cover
- Private Medical Insurance
- Long Term Care Insurance
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Corporate Client Services
OCCUPATIONAL PENSIONS
- Staff Pension Schemes (including Stakeholder)
- Directors Pension Arrangements
- Small Self Administered Schemes
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RETIREMENT PLANNING
- Personal Pension Plans
- Pension Transfer Advice
- Annuities
- Pension Fund Withdrawal
- Phased Retirement
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OTHER EMPLOYEES BENEFITS
- Long Term Disability Protection Schemes
- Private Medical Insurance
- Group Death in Service Schemes
- Group Critical Illness Insurance
- Pre-Retirement / Redundancy Counselling *
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INVESTMENT
- Building Society/Bank Deposit Accounts
- Tessas
- National Savings
- Unit Trusts
- Individual Savings Accounts
- Personal Equity Plans
- Investment Trusts
- OEIC's
- Investment Bonds (with profits & unit linked)
- Venture Capital Trusts
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CORPORATE RISKS
- Key Personnel Insurance
- Share Buyout Arrangements
- Partnership Planning
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OTHERS
- Inheritance Tax Planning *
- Mortgages
- School Fee Plans
- Equity Release Schemes *
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* The Financial Services Authority does not regulate these products / services.
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