020 8390 3569
Your business is our business
Your freedom is our goal
Investments & Pensions
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 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
- Individual savings accounts
The firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Association of Chartered Certified Accountants. We can provide these services if they are an incidental part of the professional services we have been engaged to provide.
Require more information?
If you would like more information or would like to ask us a question, then call us in our Surbiton office on
020 8390 3569.
To ask us a question online click here.
*Free initial consultation limited to 45 minutes