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The types of recommendation reports and letter writing which can be provided are as follows;

Bullet Protection - Life, Critical Illness, PHI, Business Protection
Bullet Pensions – personal, SIPPs, TIPs
Bullet Pension transfers – protected and non-protected rights
Bullet Annuities - all types
Bullet Investment Bonds – onshore and offshore
Bullet Guaranteed Capital Accounts - Protected Investments
Bullet ISA, Unit Trusts, Mutual Funds and other collective investments
Bullet Inheritance Tax planning Trust schemes – Discounted Gift Trust, Loan Trust etc
Bullet Long Term Care - Impaired annuities
Bullet Equity Release - life time and reversion schemes
 
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