Providing financial advice on a range of products. Offering advice on SIPP's, S&S NISAs, On/OffShore Bonds. We use platforms to provide the SIPP's and Investments, giving us a wide range of funds and investments to choose from, and enabling us to use technology to provide ongoing reviews of the portfolios.We provide bespoke financial life planning, mapping out clients needs and wants and helping them achieve their goals.We also advise on Protection insurance, such as Life Insurance, Serious/Critical Illness, Income Protection and Family Income Benefit. We also provide Insurance for businesses such as Key Man Insurance, Cross option agreements.We provide help with estate planning, with Will's, Pilot/Discretionary Trusts, LPA's, Property Protection Trusts etc.

Client Support Manager