It is our tradition of forward thinking that ensures you always get the perfect answer

Investments, Pensions and Mortgages

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.
Our policy is to refer most investment business to Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority. The Independent Financial Adviser will take full responsibility for compliance with the requirements of the Financial Services and Markets Act 2000. Hence, this company is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.