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Other Areas of Expertise

    • Health Insurance

      Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious financial implications for you and your family. Most people will be aware that Health Insurance can cover the cost of...

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    • General Insurance

      This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive in a very competitive marketplace. General insurance is important for your peace...

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    • Pensions

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle...
      The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

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    • Savings & Investments

      When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account...
      The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

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    • Taxation

      Tax treatment varies according to individual circumstances and is subject to change.
      The Financial Conduct Authority does not regulate advice on Tax Planning.

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    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion...
      The Financial Conduct Authority does not regulate advice on Estate Planning and Tax Planning.

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    • Business Insurance

      All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.

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    • Life Assurance

      The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

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