Investments & Pensions

Investments and 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 and
  • Investments.

Note: As offering any type of financial advice is highly regulated we have prepared this simple fact sheet as guidance to what you should include on your website, should you be FCA or DPB regulated or indeed neither! To download this factsheet go to: