Investment services

Our Services

Investment Planning

Investments

We understand that everyone is different and at different stages in life, which is why we provide investment strategies that can be tailored to match your individual needs and circumstances.

Pensions

Every hard worker dreams of a relaxed and secure retirement. Now that we’re living longer lives, retirements are rarely short-lived, which makes planning for your future as a retiree more important.

Retirement Planning

The choices available to consumers are wide and varied and advice is essential at this key moment. Many of the options available once selected are irreversible such as the purchase of an annuity.

Savings

Inheritance Tax Planning

Inheritance tax is paid on assets when someone dies. Research has shown that as many as 30 million people are paying too much tax. More than £5bn, or 5% of HMRC’s expected income, could have been saved if people had arranged their affairs more efficiently.

ISAs

An ISA (Individual Savings Account) is a tax-free way to save or invest. If you're starting to think about saving or investing, ISAs could be a good place to begin. On other savings accounts, you may have to pay income tax* on the interest you earn.

Mortgages

For many buying a house can be an exciting but also daunting prospect. With years of experience and access to all lenders, we're well placed to help you find the very best mortgage. We'll guide you through the process and save you time and money

Protection

Life Insurance

Life insurance is a type of insurance contract which pays out a lump sum should you pass away during the term of the contract. The cost of a policy is determined by a number of factors including age, health and lifestyle

Over 50's Policy

The big advantage of an over-50s policy is that acceptance is guaranteed. This means that if you're between the ages of 50 and 80, or sometimes 85 depending on the policy, you will not be turned down.

Whole of Life

Whole of life insurance is a type of policy that guarantees an insurance provider will pay out a lump sum to your loved ones when you die, rather than within a fixed time frame. This cover is often called whole of life assurance.

Call back request

If you would like to talk with one of our advisers at a time that is convenient to you, just fill in this short form.

Our website offers information about investing and saving, but not personal advice. If you’re not sure which investments are right for you, please request advice, for example from our financial advisers. If you decide to invest,  remember that investments can go up and down in value, so you could get back less than you put in.

F3 Wealth