01452 560470

What We Do

Pre & Post-Retirement

We can help you build up your pension prior to retirement and then advise on the best ways to take benefits from your pension, enabling you to enjoy a comfortable retirement.
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Personal Protection

We can advise on the best ways to protect you and your family from life’s unexpected disasters.
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Estate Planning

We specialise in Estate planning, enabling clients to have total piece of mind regarding passing on their estates to the next generation in a tax-efficient manner. We are able to advise on trust planning along with Wills and Lasting Powers of Attorney through our sister company called Chase Trust and Estate Planning Limited.
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Investment Advice

We provide financial advice for a range of investments including ISAs, General Investment Account and Bonds through to Alternative Investments including Venture Capital Trust (VCT) Enterprise Investment Scheme (EIS) and Business Property Relief schemes (BPR).
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Corporate Advice

We are able to provide advice on both investments and protection for the business community. Whether you require Workplace Pensions, SIPP’s or SSAS’s which can hold Commercial Property or simple Business Protection we are able to help.
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