Investments & pensions

We make use of our wide range of professional contacts to ensure you have a suitable independent adviser.

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We do not provide Investment and Pension advice however our contacts with the experts in the field could be an invaluable additional service to help you with following services:

  • Pension schemes / Auto Enrolment
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts and
  • Investments
  • Retirement planning

Pension Auto Enrolment

  • We can help train client to deal with their auto enrolment requirements

Require more information?

If you would like more information or would like to speak to us direct then call us on +441709 286153. Or if you would prefer, ask us a question online.