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- Financial Planning
  Introduction to Financial Planning
  Financial Planning
  Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.
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- Mortgages
  Introduction To Mortgages
  Mortgage Repayment
  First Time Buyer
  Remortgaging
  Standard Variable Rate Mortgages
  Fixed Rate Mortgages
  Tracker Mortgages
  Cashback Mortgages
  Offset Mortgages
  Second Charge Mortgages
  Buy to Let
  Self Build Mortgages
  Mortgages
  Whether you are a first time buyer, looking to re-mortgage your home, or increase your investment portfolio, we will ensure our service is tailored to precisely what you’re looking for.
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- Pensions
  Introduction to Pensions
  National Employment Savings Trust (NEST)
  Occupational Pensions / Auto Enrolment
  SSAS
  SIPP
  Executive Pension Plan
  State Pension
  Annuities
  Stakeholder
  Personal
  Pensions
  When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
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- Wealth Management
  Introduction to Wealth Management
  Relationship Management
  Lasting Power of Attorney
  Trust Information
  Wills
  Wealth Management
  Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
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- Taxation
  Introduction to Taxation
  Capital Gains Tax
  Income Tax
  Inheritance Tax
  Taxation
  Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
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- Savings & Investments
  Introduction to Savings & Investments
  Unit Trusts
  Collectives
  Equities
  With-profits
  Fixed Interest Investments
  Capital Investment Bonds
  National Savings Products
  ISAs
  Junior ISAs
  Lifetime ISA
  OEICs
  Investment Trusts
  Offshore Collectives
  Savings & Investments
  There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money - savings - that can be used, for example, to make a large purchase.
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- Life Assurance
  Introduction to Life Assurance
  Investment Linked
  Whole of Life
  Family Income Benefit
  Convertible Term
  Renewable Term
  Increasing Term
  Decreasing Term
  Level Term
  Life Assurance
  The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.
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- Health Insurance
  Introduction to Health Insurance
  Private Medical
  Critical Illness
  Income Protection
  Health Insurance
  Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.
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- General Insurance
  Introduction to General Insurance
  Redundancy / Unemployment
  ASU
  Pet
  Marine
  Shops & Commercial
  Household
  Caravan
  Holiday Insurance
  Motor
  General Insurance
  General insurance is important for your peace of mind. It enables you to minimise the effects of unexpected and often unwelcome future events, and helps you to organise your personal and business life with greater confidence.
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- Equity Release
  Introduction to Equity Release
  Drawdown Lifetime Mortgage
  Home Reversion Plan
  Lifetime Mortgage
  Home Income Plan
  Types of Equity Release
  Costs
  Equity Release
  Equity release is typically available to people who are over the age of 55 and have their own home with a significant amount of equity, but don’t have enough money or income for their needs.
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