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Professional Connection

Address: Old Bank Chambers, 12a The Square, Wickham, Hants, PO17 5JQ
Telephone: 0845 1307267
Fax: 0845 1307268

Contact Name: Terry Caister

Terry has been giving financial advice for over twenty years to a broad range of individuals and companies, the majority of who have repeatedly returned to Terry for advice over many years. Terry personally specialises in Inheritance Tax Planning, Investment and Long Term Care but can also be contacted for all forms of advice and assistance. Terry is part of a broad team of financial advisers that specialise in various disciplines and will introduce you to a colleague where specialist advice is required outside of his direct experience.

The service provided is always friendly efficient and unhurried with no obligation on the client to proceed with or implement the advice given. Remuneration is by a combination of fees and commission or can be on a fee only basis if you prefer. In any case the first meeting is without charge if you mention this site when contacting Terry. Precise details of remuneration for our services will be discussed at the initial meeting.

Advice for Individuals Advice for Businesses
Inheritance tax planning
Investments
Long term care
Personal protection
Healthcare
Mortgages
Pensions
Tax planning
Employee Benefits (including Stakeholder)
Company Pension Schemes
Group Personal Pensions
Key person insurance
Director Share Protection
Partnership Protection


We look forward to meeting you soon and hope we will be able to help you.

Telephone: 0845 1307267


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