Investments & pensionsIndependent financial advice and specialist knowledge.

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

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; and
  • Investments.

Although we do receive a share of their commission for this work, this is always disclosed to you and is only taken after you have authorised us to do so in writing. We charge no additional fees to you. Of course the huge majority of our overall practice income comes from accountancy, tax and business advice services. Our trust relationship with clients must be paramount or we would jeopardise this income. You can be assured therefore that we ‘sit on your side of the table’, and will help ensure that the advice the Independent Financial Advisor gives is appropriate to your circumstances and is genuinely independent. If you do not already have your own arrangements in place and feel you require advice in this area then please let us know.

We are 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. However we choose not to give such advice because of its specialist nature and our commitment to ensuring that our clients receive the best possible advice. We feel that is best achieved through the advice given by one of our professional contacts.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01902 715161. Or if you would prefer, ask us a question online.

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