Our Services

Mortgages 

If you're self-employed or a company director, expert mortgage advice is essential for accessing the best options. .

• We collaborate with an external mortgage company that offers independent advice and access to the entire market

• Their team specializes in providing tailored support for self-employed individuals and company directors..

• From application to approval, they guide you through every step of the mortgage process.

• They take the time to understand your unique needs, whether you're a first-time buyer, moving, remortgaging, or have a complex financial history.

Pensions 

Our expert team offers comprehensive pension and retirement planning advice for individuals, the self-employed, and company directors. We assist with setting up new pensions, reviewing existing ones, and optimizing retirement plans.

Our pension solutions include:

• Personal Pensions: Tax-efficient retirement savings with compounding growth.

• Limited Company Director Pensions: Tax-efficient contributions to reduce corporation and personal taxes.

• Pension Review & Consolidation: Ensuring your pensions are well-invested and performing optimally.

• Retirement Planning: Guidance on withdrawal strategies and tax implications.

Insurance 

Whether you're employed, self-employed, a company director, single, married, or have a family, it's important to protect the things that matter most in case you're unable to work or, in the worst case, pass away. Safeguard your family's financial future and protect your business with a range of personal and business insurance options, including income protection and shareholder protection

• Life Insurance: providing a tax-free lump sum in the event of death or terminal illness.

• Critical Illness:  provides a lump sum of money to live on while you receive treatment for a serious illness.

• Income protection: provides a regular monthly income in the event of being sick or injured and unable to work.

• Family Income benefit: provides a regular income to your family in the event of your death.

• Life insurance for company directors: tax-efficient life insurance with the premiums payable by your limited company.

• Key person insurance: protect your business from the loss of a key person to your business

• Shareholder Protection: provides the remaining shareholders with enough funds to purchase the deceased owners share of the business from their estate.  

• Executive Income Protection: pays a monthly benefit to the business which can be used to fund the employee’s sick pay.

• Group Life Insurance: (death in service) provides an employee with a tax-free lump sum for their family in the event of their death.

Services Coming soon: 

Personal Taxation - 

• Inheritance Tax

• Cryptocurrency Tax

• Estate and Life Planning

• Tax Planning

• Self-Assessment Tax Returns

• Capital Gains Tax

Business Taxation 

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Services coming soon