Investments & pensions

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In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes;
  • Life assurance;
  • Critical illness cover;
  • Private medical insurance and care plans;
  • Individual savings accounts; and
  • Investments.

We are regulated for a range of investment business activities by the Association of Chartered Certified Accountants.

If you require more specific investment advice, including mortgage advise, please click on the following link to take you to our trusted firm of Independent Financial Advisors.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01702 540486. Or if you would prefer, ask us a question online.