Independent Financial Advisers
We have a Portfolio Management Service (PMS), available to all our clients.
For more information please click here
From time to time we run seminars, aimed at our professional contacts (ie Solicitors and Accountants), where we aim to bring to their attention areas where we can assist them and their clients on a variety of topics.
Our latest seminars have concentrated on Equity Release and how this can assist clients who fall within the right category, and Pension Sharing/Pensions in Divorce . If you wish to receive more details on these then please contact us on the form below.
Details on future seminars will be published shortly. If you wish to be included on our mailing list please complete your details below :
Name :
Company :
Address :
Telephone Number :
Mobile Number :
Number of people to attend :
Would you like to receive notes from our previous seminars?
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Other topics you would like us to cover :
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