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General Planning

Our Independent Advisors will make sure your money is placed where it will give you the best yield and outcome.

It’s more important than ever to make sure you are putting your money where it will give you the best yield and outcome. Our advisors will be on hand to advise on the following areas:

Accumulating Capital
How to start to build capital or how to make the capital you have already work harder for you
How to harness investment markets
We will use our experience and resources to make sure the markets work well for you
Individual Savings Accounts (ISAs) - Stocks & Shares, Cash, Lifetime, Junior
How to optimise the use of the Individual Savings Account (ISA) regime
Long-term care provision
To ensure your financial plans take into account the possibility of Long Term Care
School and university fees
Using cash flow analysis ensure you can use capital to achieve your dreams whether if be funding education or other objectives


Unit trusts (OEIC Open-Ended Investment Companies)
A unit trust has been well known for years and years. A unit trust will hold the units you buy in your name
Investment bonds (aka insurance bonds)
An investment bond is another way of holding units but an investment bond has more complex tax treatment and can be used very effectively in the right circumstances