The financial products and policies you hold determine how your money is taxed, when you can withdraw it and how easily it can be passed on to others. The benefits and drawbacks of each type should be considered carefully.

We have summarised the main types of product you may have come across or have an interest in. Be sure to contact us and ask for further details about any policies you may be considering, or if you have questions about a policy you already have:

  • Pensions
  • ISAs
  • Investment Accounts
  • Enterprise Investment Scheme (EIS)
  • Life Assurance
  • Life Assurance Bonds
  • Income Protection
  • Serious Illness Cover