Active in both personal and corporate markets. Specialising in setting up and managing company pension schemes, including small self-administered schemes (SSAS), self-invested personal pensions (SIPP) and group personal pensions. Advice on retirement planning, ISAs, unit trusts, investment trusts, investment bonds, school fees planning, offshore investment. Life and critical illness assurance, medical and long-term care insurance, income replacement and inheritance tax planning.
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