Chartered Accounts, Independent Financial Advisers and Business Improvement

Financial Services

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. Our in-house advisers Tom and Tony will advise on the following:

Life assurance;
Critical illness cover;
Pension schemes;
Private medical insurance and care plans;
Individual savings accounts;
Investments; and
Inheritance Tax Planning

To read more about our Independent Financial Advisers click here.

Click here to contact us.

Financial Services Factsheets

10 Reasons to Use a Financial Adviser
Many people think that financial advice is only required by the very rich. However, everyone can benefit from it. Not only can it help you protect and build your assets, it can help you make the most of your investments and help secure you and your family’s long term future.
Recession-proof your portfolio
When the economy shows signs of slowing down, it is inevitable that share prices will take a hit.
Successful Long-term Investment - 10 Golden Rules
Successful long term investment is not just about buying low and selling high.
Guide to divesification
Given the recent market volatility, potential investors would be forgiven for thinking the best place for their money would be under their bed.
ISA Guide 2008/09
This is our guide to Individual Savings Accounts and how to make the most of the new tax year’s allowance.
Guide to annuities and your options at retirement
It takes many years of planning, saving and sacrifice to build up a significant pension – and after all those years you want to be sure you are making the most of it.
Beginners guide to inheritance tax
Inheritance tax (IHT) has traditionally been seen as a tax only for the very wealthy.
Beginners guide to protecting your future
According to Norwich Union, apathy is leaving 20 million adults at risk because they have nolife cover or income protection.

Authorised by the Financial Services Authority for Investment Business.