Brief Summary of Services
As Independent Financial advisers, we are able to offer you advice on products from the majority of financial product provider in the UK.
We are able to guide you and recommend suitable solutions for all your financial requirements, from the first day of employment, right through to your retirement years.
- Lump Sum Investment( for growth and / or income )
- ' Will Trust ' Investments
- Mortgage Protection
- Life and/or critical illness cover
- Income Protection(income for self-employed when sick - including cover from DAY 1 of illness)
- Stakeholder Pensions
- Annuities (Buying an income from Pension fund at retirement)
- ISA investment
- ISA Transfers
- Unit Trusts / Investment Trusts
- With Profit Bonds
- Regular Saving Schemes ( for children or grandchildren )
- Inheritance Tax Planning
Furthermore, as Paul Huckle has obtained the Advanced Financial Planning Qualification, he is able to offer specialist expertise to guide you with suitable lump sum investment portfolios and general retirement planning.