Investments & Pensions

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