Pensions & Investments

Saint Financial Services

We aim to provide a high quality, professional and above all independent financial planning service including advising on:

Investments

A wide range including tax exempt special savings accounts (Tessa's), personal equity plan (PEP) transfers, individual savings accounts (ISA's), fixed interest securities, collective investments such as unit trusts, investment trusts and open ended investment companies (OEICS) and insurance company bonds both onshore and offshore.

Pensions

Retirement annuities, personal pension schemes, self-invested personal pensions (SIPPS), small self administered schemes (SSAS) and stakeholder schemes.

Life Assurance

Level term, decreasing term, convertible term, critical illness, terminal illness and life.

Protection

Private medical insurance, income protection and long term care.

Estate Planning

All aspects of estate planning including inheritance tax, life assurance policies written in trust, wills and life time gifts.

Trusts

Investments written in trust, life interest trusts, discretionary trusts and accumulation and maintenance trusts.

For more information on Saint Financial Services please contact us.