People often amass numerous investments over their working life such as ISAs, Investment Bonds and Unit Trusts. You may wish to investigate whether your investment affairs can be consolidated to a single, flexible investment platform. To talk to us and discuss your options please phone 0121 233 9922.

People often amass numerous pension ‘policies’ over their working life. Often, they wish to investigate whether their pension funds can be transferred into a single contemparary pension plan.

Opportunities exist to legitimately reduce, or even eliminate, the impact of Inheritance Tax on your family. Taking action early could save your family a significant amount of tax. To speak to us and discuss your options please phone 0121 233 9922.