key services

Our key services include:

  • Financial review of all protection and investment** contracts
  • Pension planning**
  • Life assurance
  • Critical illness benefit
  • Private Medical Insurance (Healthcare)**
  • Income replacement benefit
  • Family income benefit
  • Building and contents insurance
  • Mortgage payment protection insurance
  • We are also able to recommend specialists for pensions**, legal and accountancy services
  • Residential mortgages
  • Commercial mortgages and re-mortgages arranged *
  • Buy-to-let mortgages and re-mortgages arranged*
  • Advising on how to construct a buy-to-let portfolio
  • Self-build finance

* The Financial Services Authority does not regulate most Commercial Mortgages and Buy To Let Mortgages.
** Clients will be referred to a colleague who specialises and is fully authorised in these areas

The Regent 11 Chapel Street
Penzance Cornwall TR18 4AE
Tel: 01736 366 550
Fax: 01736 331 444
Email: