Expertise

We have many years of paraplanning experience between us and our expertise covers the following types of financial planning:

  • Pensions (including switches and transfers).
  • Drawdown (including capped drawdown, phased capped drawdown and flexible drawdown).
  • Group Pension Schemes and Salary Sacrifice arrangements.
  • Family SIPP, SSAS (including defined benefit SSAS).
  • Annuities.
  • Investments (including Bonds, Structured Products, OEICs, Unit Trusts, Direct Equities and more).
  • EIS, Seed EIS, VCT and Business Property Relief Schemes, including AIM Portfolios.
  • Wraps / Platforms.
  • Estate Planning.
  • Long Term Care.
  • Protection.
  • Trusts.