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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

06 Sep 2021

HMRC outlines changes to late payment penalty regime

HMRC has published a policy paper outlining the forthcoming changes to the penalties for late payment and interest harmonisation for taxpayers.

06 Sep 2021

Digital marketplaces to report sellers' incomes from 2023

HMRC has published a consultation that outlines plans to implement reporting rules for digital platforms first put forward by the Organisation for Economic Co-operation and Development (OECD).