Financial Advice In Cumbria

Advice areas
INVESTMENTS
• Ethical investments
• Investing for income
• Investment trusts
• ISAs
• OEICs
• Offshore investments
• Socially responsible investments
• Traded endowment policies
• Unit trusts
PROTECTION
• Accident & sickness
• Critical illness
• Healthcare
• Income protection insurance
• Life insurance
• Long term care
• Payment protection insurance
BUSINESS
• Corporate pension
• Employee benefits
• Group critical illness
• Group income protection
• Group ISA
• Group life insurance
• Group pensions
• Group private medical insurance
• Group protection
• Group risk
PENSIONS
• Annuity purchase
• Auto enrolment
• Pension consolidation
• Pension drawdown
• Pensions & divorce
• Pensions & retirement planning
• Pensions review
• Pensions transfer
• Sipps
• Stakeholder
SAVINGS
• Lump sum
• National savings
• Regular savings
• Savings for children
• School fees planning
FINANCIAL PLANNING
• Wealth management
TAX & TRUST PLANNING
• Capital gains tax
• Estate planning
• Income tax
• Taxation planning