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.