Financial Services

As there are a wide range of products available our knowledge, experience and professional guidance will work to your advantage.
We offer advice across the whole market place

We have a well-established Financial Services Department, which is staffed with experienced and qualified advisers. We can offer advice across the whole market place on all products relating to savings, investments, retirement planning and protection for both the corporate and the individual clients.

We are regulated by the Financial Services Authority and are committed to giving the best possible advice to all our clients and a highly proficient service.

As there are a wide range of products available our knowledge, experience and professional guidance will work to your advantage.

For further information please contact: Imtiaz Sheikh Mahmood

The Protection Market or Life Assurance

In this time of uncertainty and the fast-moving, busy lives people lead, protection is paramount. Not only is there a need to safeguard the individual person, but companies and business also need protection.

  • Whole of Life Policies
  • Mortgage Protection
  • Critical Illness
  • Endowment
  • Keyman Assurance
  • Partnership and Shareholder Protection
  • Permanent Health Insurance
  • Private Medical Insurance

The Savings and Investment Market

Whether you need specific savings or to produce growth and accentuate your capital there is a variety of products available on the market to suit every investment need.

  • Individual Savings Accounts
  • Unit Trusts
  • With Profit Bonds
  • Portfolio Bonds
  • Distribution Bonds
  • Income and Growth Bonds
  • National Savings Products
  • Investment Trusts
  • Maximum Savings Plans
  • Versatile Investment Plans
  • Mitigating inheritance liabilities

Independent Financial Advisors |Savings Advisors | Investments Advice | Retirement Planning | Whole of Life Policies | Mortgage Protection | Critical Illness | Endowment |Keyman Assurance | Partnership and Shareholder Protection | Permanent Health Insurance | Private Medical Insurance | Individual Savings Accounts | Unit Trusts | With Profit Bonds | Portfolio Bonds | Distribution Bonds | Income and Growth Bonds | National Savings Products | Investment Trusts | Maximum Savings Plans | Versatile Investment Plans | Mitigating inheritance liabilities