Investments & pensions

Investments & pensions photo

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 local financial advisors. 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 speak to us direct then call us on 01858 467474. Or if you would prefer, ask us a question online.