Investments & pensions

Independent financial advice and specialist knowledge.

Call 01325 360773 or email

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 to ensure you get impartial advice in areas such as:

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

Pension automatic enrolment is with us and if you haven’t already made plans to ensure you comply with the legislation then you will need to do so very soon. We have been able to help lots of our clients by firstly ensuring that they have a suitable pension plan set up and then by helping with the administration that comes with Auto enrolment.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01325 360773. Or if you would prefer, ask us a question online.