Other services

This service is available for individual clients who require advice on the following areas but who do not wish to use our Wealth Management Proposition:

  • Financial Planning
  • Investment Portfolio Reviews
  • Pre and Post Retirement Planning 
  • Pension Reviews 
  • Tax Planning including Inheritance Tax 
  • Long Term Care Planning
  • Mortgages
  • Life Assurance
  • Critical Illness Cover
  • Income Replacement due to Illness
  • Accident Sickness and Redundancy
  • Ethical Investments
  • Savings.
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This will generally be for clients who have a single transaction that they wish to undertake and who do not require any ongoing advice. The service includes the following features:

Benefit Statement

You will usually receive an annual statement from ourselves or the provider / investment company (if applicable).


Reviews will be available at an additional cost. 

File Maintenance

We will hold your information on our client system.

Providing you with information

You can telephone, write or email our administration team for information about any of your policies for which we hold records.

After the initial consultation, the costs for the above are dependent on the service you require. 

The Financial Conduct Authority does not regulate taxation and trust advice.

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for mortgage advice. The precise amount of the fee will depend upon your circumstances but we estimate that it will be £500