Financial Services

Your future and your family’s future is safe in our hands

Life Assurance

Mortgage Protection
Protecting your home and your family

Life Insurance
In the event of your death tomorrow, what will your family live on?

Income Protection (PHI)
If you could not work long term due to illness or injury how would you pay your bills?

Serious Illness Cover
How would you pay your bills if you had a critical health issue tomorrow?

To find out more about these products, please contact one of our experts.

Retirement Planning

What percentage of your final salary do you want to retire on? What type of pension suits your current circumstances best?

Personal Pensions

PRSAs

Executive Pensions

SIPPs & SAPPs

Your Retirement Options: Annuities, ARFs & AMRFs

To find out more about these products, please contact one of our experts.

Savings & Investment

Regular Savings
Have you got a ‘rainy day’ fund in place?

Once-off Investments
Are you paying your bank to hold your funds on deposit? Make your funds work for you instead.

Educational Fund Planning
Have you funds in place to cover the cost of your childrens’ education or college fees?

Long Term Investment Planning

To find out more about these products, please contact one of our experts.

Co-Directors & Partnership

Key Person Insurance
Protect your business from the impact of the death of a key member of your team.

Partnership Insurance
Protect your family from the financial impact of the death of one of your co-directors.

To find out more about these products, please contact one of our experts.

Inheritance Tax Planning

We can assess your family’s potential inheritance tax liability and recommend a suitable plan to alleviate the stress of this liability.

To find out more about these products, please contact one of our experts.