Areas of specialisation

We offer an all-round financial planning and advisory service but we also offer specialist advice in the following areas:

Pre and post Retirement Planning
Pension Reviews and Pension Transfers – Ian Starkey holds FCA Pension Transfer Specialist Designation
Investment Portfolio management
Trust Fund management
Lifetime Mortgages or Equity Release
Inheritance tax mitigation
Tax planning
Life Assurance, Critical Illness Cover, Income Protection for the Individual
Life Assurance, Critical Illness Cover, Income Protection for the Business owner
We now refer our Mortgage Business to a company called Priory Mortgages Ltd