For individuals

Buying your home and other property

> First-time buyers
> Re-mortgaging your home
> Buy to let
> Holiday home mortgages
> Life time mortgages

Saving for a rainy day and special occasions

> Using your ISA allowances
> Using other tax efficient investment solutions

Planning for your retirement

> Saving for your retirement tax efficiently
> Turning your savings into income
> Making sure your money lasts the rest of your life
> Passing your wealth on to future generations
> Utilising your tax allowances

Protecting you and your family

> Life insurance
> Insuring against illness and loss of income
> Private health insurance
> Paying for long term care
> Paying for your funeral

For businesses

Protecting you, your business and assets

> Shareholder protection insurance
> Key man cover
> Business insurance
> Critical illness and income protection cover
> Private health insurance
> Protecting your capital and other assets

Buying a commercial property

> Tax efficient ways to fund your purchase
> Financing the property

Retirement planning for you and your employees

> Providing a group pension scheme
> Personal pension planning
> Auto-enrolment consultancy service
> Employee retirement planning

Prosper financially

> Business tax planning
> Corporate investing
> Extracting profits
> Entrepreneurs relief
> Sale or succession planning