Investments & pensions

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

Whilst we can be confident in advising on the tax aspects of investments and pensions, we make use of our wide range of professional contacts to ensure you have a suitable Independent Financial Adviser who we work with to provide you with impartial advice in areas such as:

  • pension schemes;
  • auto-enrolment
  • life assurance;
  • critical illness cover;
  • private medical insurance and care plans;
  • individual savings accounts; and
  • investments.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01302 340800. Or if you would prefer, ask us a question online.