• Tel: 0116 2720770
  • Fax: 0116 2716942
  • Regent House, 1 Stoughton Road, Oadby, Leicester, Leicestershire
  • LE2 4DS

About Us

As Independent Financial Advisers we provide advice and products covering all financial matters. We work for both individual and corporate clients.

Established in 1985 our  experienced, highly motivated team have in depth knowledge in the following areas.

Pensions

Company Pension Schemes

Self Administered Schemes

Executive Pension Schemes

Stakeholder Pensions

Individual Pensions

Pension Transfers

Contracting Out Arrangements

Investments

Lump Sum Investments

Personal Equity Plans

Individual Savings Accounts

Unit Trusts

Investment Trusts

OEICS

Corporate Bonds

With Profit Bonds

Life Assurance

Family protection

Term assurance

Critical Illness

Mortgage Protection

Keyman Cover

Partnership Cover

Taxation 

Inheritance Tax

Capital Gains Tax

End of year tax planning

Mortgages

House purchase

Remortgages

Capital Raising

Permanent Health Insurance

Private Medical Insurance

 

Our services are provided on a fee or commission basis.