Cdn Life Solutions
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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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
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Financial planning
- Wealth management
PO Box 64411, London, W5 9GT
Our services include unbiased advice on ISA's, Personal Equity Plans, TESSA's*, Unit Trusts, Investments, Life Assurance, Protection, School Fees funding, Personal & Corporate Pensions. We ensure our clients have access to the widest range of products available and are kept at the forefront of legislative developments based on up to date research.
*FSA do not regulate these products/services.
+Written quotations available on request.
YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.
Our consultative process addresses all aspects of your financial life, focused on preserving, enhancing, transferring and protecting your wealth. By taking time to understand your individual circumstances and requirements we can deliver tangible and substantial benefits that make a difference.
As a specialist independent wealth management practice we work with a select number of successful clients building lifetime relationships with a highly personal and attentive service.
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