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

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