Excalibur
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
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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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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
although I specialise in retirement options and investment advice I 29 years of industry experience and provide holistic advice across all fields. I prefer dealing with individuals on a long term basis and this is the majority of my client bank.
You get a personalised one on one advice service tailored to your requirements
ongoing customer service and ongoing reviews. Specialists in pre and post retirement planning and investments
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