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Our expertise ranges across a wide spectrum of subjects, including

Pensions Shares
Life Assurance Critical Illness Insurance
Health Assurance ISAs
Disability Assurance Unit Trusts
Private Medical Care Offshore Investment
Mortgages TaxPlanning
Wills Saving for School Fees
Tax Exempt Special Savings Accounts (TESSAs)

We are able to offer advice on any aspect of these matters (we would normally expect to meet with you at your convenience to conduct an initial financial review).

In addition, we have developed the Claritas System in order that people can re-evaluate their existing pension, insurance or investments. This gives our clients the unique opportunity to see clearly how their current arrangements are performing, and allows them to make informed decisions about their targets for the future.