Investments & pensions

We do not have the required specialist knowledge, and therefore the necessary regulatory authority to provide advice in the complex and strictly regulated area of financial services. However, we have a network of professional contacts to whom we can introduce you in order that you have appropriate and impartial advice in areas such as:

  • Pension schemes;
  • Life assurance;
  • Critical illness cover;
  • Private medical insurance and care plans;
  • Individual savings accounts; and
  • Investments.

Whenever necessary or possible we liaise with our professional contacts to enable them to provide you with the advise you seek.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01992 554444. Or if you would prefer, ask us a question online.