INSURANCE FOR THE FINANCIAL SERVICES INDUSTRY

Financial and investment planning services, including mortages, pensions, savings, inheritance tax planning and life assurance.

Providing a highly professional financial and investment planning service to private individuals and companies.

W Denis Financial Services Ltd, works in close partnership with our Commercial Broking division. We have built our reputation on the expertise and impartial advice given to our private individual and corporate clients on most aspects of their financial and investment affairs, including mortgages, pensions, savings, inheritance tax planning and life assurance.

We offer expert and personal financial advice on:

• Occupational pension schemes
• Group personal pensions
• Group risk benefits
• Keyman
• Assurance and shareholder protection
• Retirement planning
• Investment planning
• Income and inheritance taxation and planning

The company offer more specialist experience in pension planning. Planning your financial affairs today and for the long term requires a broad range of expertise, so whether you are considering your own personal pension plan, investing a recent windfall or the future financial affairs of your company, we have the experience and knowledge to guide you.

For more information please contact: