Investment & Financial Services
Because we deal with your accounts, we’re well placed to offer impartial advice on your investments and financial products. Our directors are also qualified independent financial advisers (IFAs).
If you want advice on any of the following…
- Pension schemes
- Life assurance
- Critical illness cover
- Private medical insurance and care plans
- Individual savings accounts
…please make us your first port of call.
At the same time, we realise that in today’s complicated financial markets, you might want to call on even deeper specialist knowledge. With that in mind, we’ve built a network of professional contacts who we trust to advise our clients on areas outside our expertise.
Let us know what you need advice on and we’ll give a clear recommendation of a suitable independent adviser. We’ll also liaise with them, as much or as little as required, to make sure you’re not having the same conversations twice, and that they have a full picture of your financial situation.