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A free consultation, without obligation
There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.
We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.
Specialist advice
In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.
We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.
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Specialisation |
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Email |
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 | | Mr M Barber |
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Group Protection |
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Forrester Hyde Ltd |
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email me | |   |
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Shareholder Protection |
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Employee Benefits |
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Group Pensions |
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Key Person Protection |
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Group Stakeholder |
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 | | Mr M Robinson |
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Tax Planning for businesses |
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Forrester Hyde Ltd |
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email me | |   |
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Group Pensions |
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Pensions (incl Stakeholder) |
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Pension choices at Retirement |
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Tax planning for Individuals |
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Pension Transfers |
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Pensions (excl Stakeholder) |
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Educational Fees Planning |
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 | | Mr H Imbert |
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Group Protection |
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Forrester Hyde Ltd |
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email me | |   |
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Shareholder Protection |
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Employee Benefits |
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Key Person Protection |
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Commercial Mortgages |
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Health / Long term care |
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Estate Planning |
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Educational Fees Planning |
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Residential Mortgages |
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Individual Protection |
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 | | Mr R Marek |
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Offshore Investments |
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Forrester Hyde Ltd |
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email me | |   |
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Lump Sum Investments |
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Estate Planning |
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Portfolio Management |
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Tax planning for Individuals |
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Unit Trusts / Investment Trusts |
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Investments for Trusts |
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Regular Savings |
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 | | Mr J Hyde |
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Group Pensions |
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Forrester Hyde Ltd |
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email me | |   |
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Employee Benefits |
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 | | Mr J Gray |
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Portfolio Management |
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Forrester Hyde Ltd |
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email me | |   |
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Pension choices at Retirement |
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Pension Transfers |
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Pensions (excl Stakeholder) |
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Pensions (incl Stakeholder) |
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Your home may be repossessed if you do not keep up repayments on your mortgage.
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