Independent financial advice and specialist knowledge…
In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.
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.
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
- Retirement planning