You have arrived at this page looking for help, or in need of some answers to questions about your With Profits Bond or your Bond Investment. You have arrived in the right place.

We are a company of Independent Financial Experts, this means that we are a bound to offer you advice and guidance relating to your Bond Investment that is impartial and without bias. You will not get this same level of advice from any insurer, most of the Banks and Building Society’s or from a Tied or Multi Tied agent.

If you have not had your Investments Reviewed in recent months or years you could be missing out. As our services to you are initially Free of Charge you have no reason not to act. No Obligation, just an honest review service to give you the chance to see how we work.

Some initial considerations are listed below:-

• If the overall investment performance of your Bond is or has been a concern we can help you.
• If you are concerned about the changes in Capital Gains Tax (in the March 2008 budget) which will affect you, and does provide you with some alternatives to your Bond Investment, we can help you.
• Since 2004 there have been issues with investment returns from all With Profits Investments.
• We offer a Free Review Service, which means you can get some work done for Free (thats no charge, nothing) and you will benefit from our expert advice in relation to your Investment (or Investments if you have more than one).
• We use a method of Risk Profiling that actual works in your favour to ensure you only get an investment that suits.
• We will review your existing plans and make recommendations without any initial charge or obligation.
• We promise to treat you fairly and provide you with a service that is second to none, you will be impressed.

What our existing clients have said -

“fantastic service, thank you” Mrs A, London

“nothing was too much trouble” Mr W, Amersham

“Highly recommended” Mrs M, Kent

In recent years we have seen some appalling investment returns from Investment Bonds, and these have been made worse by the recent Stock Market performance, and you should not delay having your Investment Reviewed and benefiting from our free guidance and expertise.

Our advice comes with a complete guarantee of satisfaction, always.

Try us out by calling today or by using the form below. We look forward to hearing from you.

Richard Smith

Please contact us using the form below and we will make contact in order to discuss your options, without any obligation. Or if would prefer to call us in the first instance our office number is 0800 781 2031