Assured Wealth and Estate Planning
11th June 2018
We can advise you on
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Business
- Commercial mortgages
- Corporate pension
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Expatriate finances
- EEA
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Long term care
- Long term care
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Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Mark Jones
Director - Financial Planner
Where to find us
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Specialist in Investment, Retirement, Protection and Tax Planning advice focusing on bespoke solutions to achieve your financial goals.
A reassuringly uncomplicated and professionally tailored approach to your financial requirements. Our philosophy is to grow and preserve your wealth.
Helping clients to identify, achieve and maintain their desired lifestyle without fear of ever running out of money!
Professional independent advice delivered with integrity, initially at a no cost or obligation meeting to assess your needs.
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