Our Clients
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Research has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 30 years, and throughout this period we’ve developed many good friendships.
Research offer both personal and corporate advice to small businesses on a whole range of financial services including the following:
Personal
- Retirement and pension planning
- Tax efficient investing for capital growth or income
- Protection against critical illness
- Income protection
- Inheritance and succession planning
- Family protection life assurance
Corporate
- Personal service for company directors
- Partnership and directors share protection
- Key person business protection
- Advice for your employees if required