Services Offered By Simon Cross Associates Ltd

We are able to provide advice on all areas of financial planning that most commonly include:
 
Investment Advice
  • ISAs and NISAs
  • Unit Trusts / OEICs
  • Investment Trusts
  • Investment Bonds
  • Asset Allocation
  • Existing Investments
Mortgage Advice
  • Residential
  • Buy to let
  • Equity Release and Lifetime mortgages 
Retirement Planning
  • Personal & Stakeholder pensions
  • Pension Transfers
  • Flexible Drawdown
  • Self Invested Personal Pension (SIPPs)
  • SSAS
  • Annuity Options
Estate Planning
  • Inheritance Tax Mitigation  
  • Tax efficient solutions
  • Trust Investment
Family & Business Protection                       
  • Mortgage protection
  • Critical Illness cover
  • Income Replacement
  • Key Man Cover
  • Private Medical Insurance
  • Shareholder and Partnership Protection