Investments & pensions

Independent financial advice and specialist knowledge...

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 such that we can identify the most suitable firm to work with you so that they can 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.

In addition, we can advise on tax-efficient pension contributions and on retirement and succession planning from a tax perspective, aiming to ensure wealth is maximised and protected for future generations.

Require more information?

If you would like more information or would like to speak to us direct then call us on 0121 351 7859. Or if you would prefer, ask us a question online.