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Investments & Pensions

Independent financial advice and specialist knowledge...

This firm is not authorised under Financial Services and Market Act 2000 but we are able in certain circumstance to offer a limited range of investment services to clients because we are members of the Chartered Association of Certified Accountants.

We can provide these investments services if they are an incidental part of the professional services we have engaged to provide.

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 / Auto Enrolment
Life assurance
Critical illness cover
Private medical insurance and care plans
Individual savings accounts and
Investments
Retirement planning

Latest News

07 Dec 2023

Chancellor makes Full Expensing permanent in Autumn Statement

Chancellor Jeremy Hunt used his Autumn Statement to make Full Expensing permanent for those businesses investing in IT equipment, plant and machinery.

07 Dec 2023

National Insurance changes 'ease burden on strivers'

The changes to National Insurance contributions (NICs) announced by Chancellor Jeremy Hunt in the Autumn Statement will help to 'ease the burden on strivers up and down the country', according to the Federation of Small Businesses (FSB).