We are not regulated under the Financial Services and Markets Act 2000 to provide investment services to our client but we make use of our wide range of professional contacts to ensure you have suitable independent advice and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • ISAs
  • Investments

Other services we are able to offer include :

  • Inheritance tax planning and mitigation
  • An overview of your financial affairs
  • Assisting you in probate administration
  • Prepare trust and estate tax returns
  • Succession planning
  • Executor services on wills

Require more information?

If you would like more information or would like to speak to us direct then call us on 01993 707850. Or if you would prefer, ask us a question online.


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