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Access Financial Services

Are you looking for Financial Services in the following areas:

  • Charity Investment Advice
    If your charity is investing its funds, it’s vital that your trustees understand their responsibilities as outlined in the Charity Commission’s CC14 guidance. This may include seeking expert investment advice when considering investing your charity’s money or reviewing your current investments.
  • Mortgages or Loans
    You may be looking to finance a charity or church building – we an help get you talking to the right lenders who will understand your requirements and the sector you operate in.  We can also put you in contact with lenders who supply and advise on residential mortgages, re-mortgages and buy to let
  • Pensions including Auto Enrolment
    If you need help looking at your retirement options including Annuities, Income Draw Down, Pension Tax, Contributions or a phased retirement, it is best to take advice.
  • Investment Planning
    If you have a financial goal you need to take advice so that an investment strategy can be put in place.
  • Protection Insurance including Critical Illness
    The Money Advice Service provides information about Life and Protection Insurance: https://www.moneyadviceservice.org.uk/en/categories/life-and-protection-insurance   For Corporate entities a good corporate investment strategy can assist you in protecting your interests – commercial and personal – for the long-term; maximising investment opportunities and capitalising on optimised management of your revenue streams.
  • Private Medical Insurance
    Corporate or Individual and Family plans are available so that you can get treatment costs covered by an insurance policy
  • Wealth Management
    The right combination of investments will be different for each client, being reliant on their needs, goals and attitude to risk.  You will need to construct a portfolio that is designed to build and protect your long-term prosperity.  Advice is available on Savings, Investments, Retirement Planning and Tax and Estate planning
  • Employee Benefits
    Solutions could include: Flexible benefits, pensions, death in service, group income protection insurance, group critical illness cover or group private medical insurance.
  • Key Person Insurance
    Have you considered what might happen if you or a key employee became ill and were unable to work? Or if you or a key employee died? Business protection can ensure your company can continue to operate no matter what eventualities may occur.

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