Business Services


If you operate a business here, you need an advisor who understands both the unique benefits and the unique challenges of protecting your business and investing for the future.

I have been working with business owners so they can have an effective plan to keep the business operating even through adverse times, and to create the appropriate investment vehicles to prepare for a successful retirement.

You can rely on our expertise in these important areas:

  • Health and medical insurance. We’ll lay out the all key options so that you can choose a health and medical plan that works best for your business.
  • Motor and home insurance. As an independent agent, we offer the broadest possible selection of motor and home insurance policies designed to meet your specific needs at the best possible rate.
  • Key man insurance. Keep your business rolling even in the case of critical illness, disability or untimely death of one of your key executives. We offer a broad range of key man policies designed to cover your executives and keep your business rolling.
  • International pensions. If you’re a British mobile worker or you work for a UK company, we can show you a variety of pension options designed to meet your specific needs. A Qualifying Recognized Overseas Pension Scheme (QROPS) that allows you to transfer your UK pension rights overseas would be appropriate for those who don’t plan to return to the UK. A Self-Invested Personal Pension (SIPP) may be the right option if you plan to return to the UK. And a Section 615 is a tax-advantaged, UK approved pension program that might be ideal for you if you are working in the UAE for a UK company or you’re a self-employed expatriate who plans to return to the UK. We can show you the advantages of all three plans, and put together the best possible plan for your situation.


We also offer a full range of related insurance coverage, including marine insurance, medical malpractice and workmen’s compensation.

Regardless of your specific situation, we have the experience and expertise in this very specialized area of business planning to advise you on the best solutions for you—whether that’s medical, motor, marine, malpractice, home, or key man insurance, workmen’s compensation, or a pension plan specifically designed for your situation. Call today to see how we can help you and your business with all of your insurance, pension and financial planning needs.