Product list

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Investment

  • Individual Savings Account (ISA)
  • Unit Trust
  • Investment Trust
  • Single Premium Bond
  • Guaranteed Income Bond
  • Annuity
  • Portfolio Management
  • Offshore Funds

Protection

  • Life Insurance
  • Renewable Term
  • Convertible Term
  • IHT Gift Protection
  • Family Income Benefit
  • Whole Of Life
  • Group Schemes/Free-Standing Critical Illness/Disability
  • Income Protection Insurance
  • Critical Illness
  • Private Medical Insurance

Personal Pension (Employed or Self Employed)

  • Autoenrolment/Workplace Pensions
  • Personal Pension (Employed or Self Employed)
  • Group Pensions
  • Directors Pensions
  • Self-Administered Pensions
  • Free-Standing Additional Voluntary Contributions (FSAVC)

The Esoterics

  • Venture Capital Trusts
  • Enterprise Investment Schemes
  • Film Partnerships
  • Enterprise Zone Trusts

This list is not exhaustive – please enquire for more details.