OUR SERVICES | FINANCIAL SERVICES


Our dedicated Financial Services team has been providing financial
planning solutions to our personal and corporate clients for over 20
years.

From start-ups to quoted organisations, we advise on the full range
of employee benefits aimed to protect, motivate and retain staff on
either a fixed or flexible basis.
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If you have any enquiries regarding our range of financial planning solutions outlined below, please contact 020 7977 7870 or email:

E. FSD@JAMESHALLAMFS.CO.UK
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The range of services upon which we can advise you are
detailed below:

Corporate Clients

• Group Death in Service (Approved and Unapproved Schemes)
• Group Income Protection
• Group Critical Illness
• Group Private Medical
• All forms of Group Pension
• Corporate Investments
• Key Person Assurance
• Shareholder Protection (Succession Planning)
• Commercial Mortgages
• Flexible Benefits

Personal Clients

• All forms of Retirement Planning (Pre and Post Retirement)
• Investments (for Income or Growth)
• Life Assurance/Critical Illness/Income Protection
• Private Medical Insurance
• Estate Planning (Inheritance Tax Avoidance)
• Mortgages
• Equity Release
• School Fees Planning