The full range of 
Financial Broker Services

An expert in financial matters, a Financial Broker provides services to both companies and individuals. Services can include: personal financial planning, life cover, serious illness cover, income protection, health insurance, savings, investments, pensions, retirement planning, business financial planning, inheritance tax planning, mortgages and commercial finance. Financial Brokers differ from Insurance Brokers whose services typically include house insurance, car insurance and commercial insurance.

Creating your success through

Financial Planning


Life Insurance

With life insurance, you can make sure your family is protected even if the worst happens to you. It makes sense to take precautions against the financial impact of your death.
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Income protection

Income protection provides cover for periods of long absence from work due to accident or illness.
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Serious Illness

Serious illness cover pays a tax-free lump sum in the event you are diagnosed with a number of specified serious illnesses. There are over 40 such illnesses covered on a typical policy.
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Mortgage protection

In most cases, mortgage protection is a legal requirement. Even if there are exceptions to this legal requirement, the lender will typically insist on the cover. Your Financial Broker can get you the best quality cover at the most competitive cost.
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A Financial broker can advise on pension savings, company and personal, pension transfers and post retirement options (ARKF's and annuities). Your Financial Broker can advise on the best options for your particular circumstances.
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A Financial Broker will help you navigate the complex minefield of investments to ensure you get an investment appropriate to your needs.
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