independent financial advice
Inspired Independent Financial Advice
We have a network if Independent Financial Advisers who are able to advise on all available products from the entire financial marketplace ensuring they deliver unique, innovative and tailored solutions.
Our clients can benefit from the following areas:
Business financial planning and employee benefits
- Employee benefits
- Shareholder and partnership protection
- Key person protection
Investments Tax efficient investments
- Individual Savings Accounts (ISAs)
- Investments bonds and unit trusts/OEICs
- Capital Protected and Structured investments
- National Savings
- Purchase Life Annuities
- Investment reviews
- Portfolio construction
Pensions
- Stakeholder and personal pensions
- Self Invested Personal Pension (SIPP)
- Review of final salary benefits
- Annuity purchase
- Conventional annuity
- With profit annuity
- Unit linked and specialist annuity
- Income deferral
- Income planning including tax efficient income
- Unsecured Income (drawdown)
- Phased retirement
- Maximising tax free lump sums
Protection
- Life assurance and family protection
- Income protection and critical illness cover
- Private medical insurance
Mortgages
Speak to one of our qualified accountants in Lichfield or Leicester.
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Lichfield Office
4 Parkside Court, Greenhough Road, Lichfield, Staffordshire, WS13 7AU
Leicester Office
108 New Walk, Leicester, Leicestershire, LE1 7EA
Contact Us