Our clients seek our advice on a surprisingly varied number of topics, particularly the following:

PROTECTION 

- Business Protection.
- Critical Illness Cover.
- Long-Term Care Insurance.
- Permanent Health Insurance.
- Private Medical Insurance.
- Term Assurance.
- Whole of Life.

INVESTMENTS 

- Bonds.
- Individual Savings Accounts (ISA's).
- Endowments.
- Unit Trusts, Open Ended Investment Companies (OEIC's) and Investment Trusts.

PENSIONS 

- Design and establishment of Stakeholder Pension Schemes.
- Executive Pensions.
- Group Pensions.
- Personal Pension Plans.
- Pension Transfers.
- Pension Drawdown.
- Pension Annuities.
- Small Self-Administered Schemes (SSAS's).
- Self-Invested Personal Pensions (SIPP's).

OTHER AREAS OF FINANCIAL PLANNING 

- Inheritance Tax Planning.
- School Fees Planning.

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Brian D Thomas
Financial Planning Services Ltd.
Unit 27.2, Heol Stanllyd, Crosshands Business Park
Crosshands, Llanelli. SA14 6RB
Tel: (01269) 843143
Fax: (01269) 843783
Email: enquiries@briandthomas.co.uk

Regulated by the Financial Services Authority

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