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

We are able, in certain circumstances, to offer a range of investment services because we are members of the ICAEW.  We can provide these investment services if they are an incidental part of the professional services we have been engaged to supply.  If you need more complex advice we can refer you to someone who is authorised by the Financial Services Authority. The company is not authorised under the Financial and Services and Markets Act 2000.

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
  
• Investments

ACTION:
If you would like more information or would like to ask us a question then call us on024 7671 7633. To ask us a question online click here.