Protection
Our advisers will work with you to undertake a full financial review of your protection needs and requirements, taking into account your circumstances and objectives. Our objective is to listen and gain a comprehensive understanding of what you want to achieve before we produce a detailed analysis for you, utilising IT systems that are updated daily with the latest products and rates, to ensure that we deliver quality products and value for our clients.
Life Assurance can also lead to Inheritance Tax and other problems so the effective use of Trusts is a crucial part of any Financial Planning. Our advisers will discuss with you the effective use of Trusts for your own situation.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trust Advice.