Investment & financial

We believe that because we deal with your accounts we are well placed to offer impartial advice in areas such as:

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

 

At the same time, we realise that in today’s complicated financial markets these are areas that require specialist knowledge – which is where we make use of our wide range of professional contacts.

Where the matter is outside our field, we can recommend a suitable independent adviser and work with him or her to advise you.

Make us your first port of call and we shall make sure you receive reliable, professional advice.

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