Investments & pensions

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

We make use of our wide range of professional contacts to ensure you have a highly qualified adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension Schemes
  • Inheritance Tax Planning
  • Long Term Care Planning
  • Bespoke General Insurance – Business Assurance
  • Life Assurance
  • Critical Illness Cover
  • Private Medical Insurance
  • Individual Savings Accounts
  • Investments
  • Mortgages

Require more information?

If you would like more information or would like to speak to us direct then call us on 01604 497615. Or if you would prefer, ask us a question online.

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