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investments & pensions

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. Our clients make use of our close relationship with Clarkson Wayman Ball Limited financial advisors, who work alongside us in the Bowden House office. This ensures 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.

 

require more information?

If you would like more information or would like to ask us a question then call us on 01858 467474. To ask us a question online click here.

Partners: A C Neal BA (Hons) FCA, M A Woods BSc (Hons) FCA, Mrs R Walden FCCA
Associates:
D Holyland FCA, Mrs V E Journeaux FCA, D M Mugridge

Registered to carry on audit work and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.
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