Commercial Lending
This is secured borrowing allowing a business to secure new premises to trade from.
Pensions
This is a savings vehicle a person can save into in a tax efficient manner which builds up
over time to pay for their income in retirement.
Wealth Management
This is a service provided by an Independent Financial Adviser (IFA) whereby the IFA
reviews and advises on an individual’s personal wealth to help it grow as well and as tax
efficiently as possible.
Accident Sickness & Unemployment
This is a personal type of insurance an individual will take out to protect themselves for a
monthly benefit should they suffer a qualifying accident or sickness or are made redundant
from their employment.
Critical illness Cover
This is a type of insurance that an individual can take out on their own lives or joint with
someone else to provide them with a pre-determined benefit amount over a period of time
should they or either of them suffer from a qualifying critical illness.
Accounting, Tax and Legal Advice
This is advice regarding personal wealth matters provided by a third party which can include,
but not limited to income, company accounts, company tax etc…