What We Offer
We offer a comprehensive financial planning service for all your investment and protection needs:
- Pension Planning
When do you want to retire and how much income will you need?
- Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
- Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or permanent disability?
- Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
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Long Term Care
Preparing now could mean that the cost of your care in later life is covered.
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you. If you do have any suggestions please e-mail us or use one of our contact forms. The General Insurance Services made available to you via our website are introduced by ourselves to our sister company Sherwin Insurance Ltd www.sherwininsurance.co.uk, you can be assured that the quotes you receive will be among the best available in today's marketplace.
MoneyHelper is an independent service, set up by government to help people make the most of their money, they give free, unbiased money advice to everyone across the UK – online, over the phone and face to face.
Privacy
We take the matter of personal data seriously. For a copy of our Data Privacy Notice please click here.