Investments
 

Our investment advisors carry out:
 

  • Portfolio Review and Management

And advise on and arrange

  • Regular or Lump Sum Plans
  • Term Policies
  • ISA's
  • Key-Man
  • Unit Trusts
  • School fee plans
  • Partnership Insurance
  • Mortgage Protection
  • Bonds
  • Critical Illness
  • Investment Trusts
  • Permanent Health / Income Protection
  • Annuities
  • Personal Protection Insurance
  • Inheritance Tax Plans
 


 
 

 

 
Link up to our independent financial advisers.  There are no tied agents here at Chartford.