Services
Below is a list of our Business Activities. Please click where indicated for a quote or advice.
LIFE ASSURANCE
Term assurance, mortgage protection, whole-life assurance, keyman insurance.
PENSIONS
Personal pension plans, stakeholder pension plans, self invested personal pension plans, transfers from other pensions.
GROUP PRODUCTS
Group personal pension plans, small self-administered schemes, group life assurance, group permanent health insurance, group income protection, group private medical insurance. group critical illness.
INVESTMENTS
Advice on portfolio planning, providing for income, advice on capital growth, unit trusts, investment trusts, OEICS, TESSA's, PEP's, ISA's (mini and maxi), deposit based investments, investment bonds, offshore investments, national savings.
MORTGAGES
Residential mortgages, commercial mortgages, repayment methods, re-mortgages, buy to let mortgages, holiday home mortgages.
TAX EFFICIENT INVESTMENTS
ISA's (mini and maxi), TESSA's, PEP's, friendly society plans, capital gains tax rollover, inheritence tax, national savings and pensions.
HEALTH
Income protection, permanent health insurance, private medical insurance, critical illness.
OTHER
Childrens investment, school fees/university fee planning, corporate finance, venture capital, fee based consultancy.
topGosbee Morgan Financial Practice Ltd is Registered in England and Wales at 25 St Michaels Way, Bridgend, CF31 2BT. Company registration No 4944616. Gosbee Morgan is a trading style of Gosbee Morgan Financial Practice Ltd (FSA No 229769) are authorised and regulated by the Financial Services Authority (FSA) FSA firms register. Our guidance and advice is subject to the UK regulatory regime and is restricted to consumers resident in the UK. The FSA does not regulate all forms of the products or services provided by us. The information contained in this website is for general information only and is not financial, investment or tax advice. Please read our privacy statement before sending any enquiry form or email to us.