OUR SERVICES

CONNECT WITH US


    MARKET COMMENTARY

    Gilts continued to do well, rising by 4.3% over the quarter. Internationally, UK Treasuries are seen as something of a safe haven. An additional Quantitative Easing package also helped to maintain enthusiasm of the asset class.

    OUR SERVICES

    We specialise in providing quality, independent financial advice and services, to both private and corporate clients. As a client you can expect to receive the highest possible level of personal service and independent advice, based on a thorough understanding of your needs and objectives. You can be confident that all your financial needs are taken care of and that your investments are achieving the best results possible.

    We can provide help and advice on all aspects of financial planning and wealth management including:

    • Investments
    • Pre and Post Retirement Planning
    • Life Assurance and Protection
    • Mortgages
    • Inheritance Tax Planning
    • Advice to Trustees and Guardians

    We also provide more specialist help and advice for corporate clients including:

    • Small Self Administered Schemes (SSAS)
    • Self Invested Personal Pensions (SIPPS)
    • Directors Pensions Schemes
    • Group Pensions
    • Employee Benefit Schemes including Group Life, Group Income Protection, Private Medical Insurance and Disability Cover
    • Partnership and Shareholder Protection
    • Keyman Cover

    Working with our colleagues at Johnston Carmichael we can offer a comprehensive and integrated tax planning service.

    To find out how we can help you