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Additional services

Clients can be referred to specialists who are fully authorised and qualified in the following areas:

Specialist insurance/business risk management

If you have your own business we can provide experts who can find solutions to develop all aspects of risk management and insurance liabilities to meet individual needs of a diverse client bank.

Pension planning/wealth management

We are able to refer you to colleagues who specialises in providing ‘truly independent financial advice’. Some of the many areas of which they may be able to help you are Retirement Planning, Savings, Investments and Portfolio Advice, Inheritance Tax, and Long-Term Care Planning. *

Commercial mortgages

To secure a business premises you can secure a loan on the property, this is a commercial mortgage. We can refer you to a commercial broker with knowledge of the range of mortgages available. **

Conveyancing

We are able to refer you to conveyancers to help with the legal process of remortgaging or moving home. ***

Wills

Do you have a will? If you don’t have a will or need an existing will updated, we can refer you to TP Wills. Please contact us for more information. ****

*Jacksons Wealth Management is a trading style of Jackson (Life & Pensions) Limited which is authorised and regulated by the Financial Conduct Authority.
**The Financial Conduct Authority do not regulate some forms of commercial mortgages.
*** Conveyancing is not regulated by the Financial Conduct Authority. Bolitho, Skeggs & Bratt do not accept responsibility for any advice provided by the solicitors.
**** Wills are not regulated by the Financial Conduct Authority. Bolitho, Skeggs & Bratt do not accept responsibility for any advice provided by TP Wills.