Thank you for visiting our site.   I hope you have enjoyed it.

 

If you now would like more information on any product that we handle please tick as many of the entries below as you please, and we will get back to you soonest.

Terry

 

   

Name:
Address:
Telephone:
E-mail:

 

Individual Savings Accounts (ISA		Pensions : Annuities
Capital Growth		Pensions : Temporary Life Annuities
Income Producing		Pensions : With Profit Annuities
Personal Equity Plan Transfers		Pensions : Compulsary Purchase Annuities
Unit Trusts: Exeter Zero Dividend		Pensions : 'Draw down' Facilities
Unit Trusts: Prosperity in Emerging Markets		Phased Retirement Planning
Unit Trusts: High Income Funds		Small Self-Administered Pension Arrangements
National Savings: Capital Investment Bond		ISA Repayment
National Savings: Retirement Bond		Endowment Mortgage
National Savings: Yearly Income Bond		Pension Mortgage
National Savings: Savings Certificates		Inheritance Tax Planning
Index Linked Savings Certificates		Joint Life Policies
Investment - With Profit Bond : Capital Growth		Employee Benefit Schemes : Group Death in Service Arrangements
Investment - With Profit Bond :Tax Efficient Income		Employee Benefit Schemes : Group Disability Arrangement
Personal Pension Arrangements : Employed		Employee Benefit Schemes Consultancy : Personal Tax Return Service
Personal Pension Arrangements : Self-employed		Employee Benefit Schemes Consultancy : Pension Transfer Analysis
Government Gilt Edged Stock : Dated		Employee Benefit Schemes Consultancy : Pension Analysis for Divorce Settlements
Government Gilt Edged Stock : Undated		Critical Illness Cover
Life Assurance: Term Insurance Policies		Medical Care Insurance
Life Assurance: Family Income Benefit		Trust creation
Personal Insurance Financial Planning		Personal Trust Companies
Business Insurance Financial Planning		Company Pensions
Disability Income Insurance : Permanent		Retirement Counselling
Disability Income Insurance : Temporary		Redundancy Counselling
Disability Income Insurance : Key-man		Grandchild Gift Plan (From Income or Capital
School Fees Planning		Grandchild University Fees Planning
University Fees Planning		Endowment Savings Schemes
All Work is available on a Fee basis	with	commission off-set or product Enhancement
COMMERCIAL DEPARTMENT		..............................................................
Motor Insurance:		House Insurance
Factory Insurance		Office Insurance
Shop Insurance		Liability Insurance
Professional Indemnity Insurance		Business Package Policies
Motor Fleet Insurance		Travel Insurance
Chaufferplan		Mortgage Premium Protection
Directors Liability Insurancce