Business Overview

We provide individual financial planning advice, focusing on investments, retirement planning and family protection. We can offer referrals to partners who specialise in mortgage advice, annuities and will writing.
Our corporate division can provide employers with advice and support in setting up work place pensions and other employee benefit solutions. They can also advise on share holder protection and key person insurance.
Our dedicated corporate website is www.workplacepensionscheme.com

Products and Services

• Investments
• pensions
• life and critical illness cover
• home insurance
• annuities
• workplace pensions
• death in service benefit
• key person insurance
• share holder protection
• private medical care