Services

Corporate
Naturally businesses have very specific needs. Too many businesses do not get the specialist advice they require. We can look at pension plans, tax planning, business protection, asset management and investments.
This area dovetails very closely with the work of the Solutions group and we have many years experience dealing with a wide variety of clients, providing them with the specialist advice they require.

Investments:
There are a bewildering number of investment products in the market place. After a detailed review of your circumstances, aspirations and objectives, we can advise you on the best products to grow your investment portfolio. We will continue to monitor the performance of your investments and regularly review these with you.  As your circumstances and needs change, so we can be on hand to advise your accordingly.

Pensions
To plan for your retirement, you will need to take out some form of pension, but the precise nature of the product you choose will depend on your personal circumstances. We can provide you with advice not only on your personal pension, but also on your occupational pension.

Assurance
The most common form of assurance is Life Assurance. We can survey the whole market to get your the most competitive policy for your needs. We can also provide advice on other forms of protection, such a Critical Illness cover.

Wellington House,
Falcon Court
Stockton On Tees,
TS18 3TS
Tel: 01642 927 685

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