Investments & Pensions image

Investments & Pensions

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 / Auto Enrolment
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts and
  • Investments
  • Retirement planning

We hold a DPB licence with the ICAEW and can therefore offer financial advice which is complimentary to the accounting/taxation services we provide to our clients.

Require more information?

If you would like more information or would like to speak to us direct then call us on 020 3226 0943. Or if you would prefer, ask us a question online.

Thumbnail image

COVID-19: measures for UK businesses

Measures for UK businesses and employers during the COVID-19 outbreak.

Read more

Thumbnail image

Spring Budget 2021

Details of the Spring Budget 2021. Our summary focuses on the key issues.

Read more