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.