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Investments and pensions

In today’s complicated, and strictly regulated, financial services market providing independent financial advice requires specialist knowledge.

We make use of trusted professional contacts to ensure you have a suitable independent adviser who can advise you in areas such as:

  • Pension schemes / Auto Enrolment.
  • Life assurance.
  • Critical illness cover.
  • Private medical insurance and care plans.
  • Individual savings accounts.
  • Investments.
  • Retirement planning.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01249 709349. Or if you would prefer, ask us a question online.