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 In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We are not authorised by the Financial Services Authority to give financial advice, however 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
We are authorised by the Institute of Chartered Accountants in England & Wales to give independent, unbiased financial advice. This will include the structure and planning of clients' affairs to ensure that proper advantages can be taken of relevant tax and investment opportunities.
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