National Association of Pension Funds
Independent Financial Advisers Promotion
Quality Standard ISO9000
British Insurance Brokers Association
Independent Financial Advisers Association
Pre-Retirement Association
Regulated by The Financial Services Authority.
Our consultants, advisers and administrative staff continually receive training in an effort to maintain and improve our standards of proficiency and advice to our clients, ensuring at all times that both the company and its employees meet the full requirements of both our clients and the Financial Services Act.
Savings and Investments
Oringinal
Savings and Investments Schemes, no longer being offered
Savings and Investments
Various schemes have been negotiated to provide special terms for clients giving the highest growth rates and/or tax-efficient income from regular monthly savings and/or lump sum investments. Information is available on:
* Individual Savings Accounts
* Guaranteed Income Plans
* Unit Trusts
* Investment Trusts
* Guaranteed Growth Bonds
* Capital Investment Plans
* Building Society Savings Accounts
* National Savings Accounts
* Business Expansion Schemes
* Annuities
* Tax-efficient Savings Schemes
* Retirement Income Plans
* Maximum Investment Plans
* Offshore Investments
* Many Others
Savings and Investments