Services
This section provides information on a wide range of personal financial matters, including pension
planning, life assurance, inheritance tax planning, making provision for school and university fees,
building a portfolio of investments, and income protection schemes. There is also a comprehensive
introduction to mortgages with an explanation of the main types of mortgage, as well as a
consideration of the issues surrounding remortgaging and buy-to-let mortgages.
The personal financial services section of this site is intended as a good general introduction to some of the main areas of personal finance: it is not meant to cover all the many financial issues that face us in our day-today lives and you are strongly advised to discuss your specific needs with one of our consultants in person.
All initial consultations are free of charge and without obligation.
Click on any of the green links in the menu to read about the services we offer.
