financial planning, estate planning, investment planning
We offer a comprehensive fee based planning service which includes advice on inheritance tax, retirement planning and savings.
Solutions include advice on :-
Relevant life cover
Group death in service, income protection and pensions
OEICs, unit trusts, ETFs and investment bonds on and offshore
Estate Planning including discounted gifts, loan and probate trusts
Personal life cover and income protection
Shareholder and key person insurance
Our service is predominantly fee based and has been for some time, we agree fixed costs or hourly rates with clients and an ongoing fee. We prefer long term relationships but also undertaken project work.
, financial advice cambridgeshire
, financial planning
, investment planning