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Summary of discounts available

Please note: to obtain these great discounts we cannot offer you our full financial advisory service

Investment Products

Discount offered
 .

Investment bonds

50% of the typical initial commission
of 5.2% of your investment

Click for an investment bond llustration

Unit trusts & ISAs

50% of the typical initial commission
of 3% of your investment

Click for a Unit Trust or ISA llustration

PEP transfers

90% of the typical initial commission
of 3% of your investment

Click for a PEP transfer illustration

Pensions

50% of the typical initial commission which varies from company-to-company... by the time you reach retirement age our rebate could well have added thousands of pounds to your pension fund

Click for a pension illustration

Insurance Products Discount offered Premium reduction or
cash rebate

Life insurance

50% of initial commission

Depends on Sums Assured etc.
Click here for your
personal quotation...

Critical illness insurance

50% of initial commission

Permanent health insurance (PHI)

50% of initial commission