Investment and financial

We believe that because we deal with your accounts we are well placed to offer impartial advice in areas such as:

Pension schemes
Life assurance
Critical illness cover
Private medical insurance and care plans
Individual savings accounts
Investments

At the same time, we realise that in today’s complicated financial markets these are areas that require specialist knowledge – which is where we make use of our wide range of professional contacts.

Where the matter is outside our field, we can recommend a suitable independent adviser and work with him or her to advise you.

Make us your first port of call and we shall make sure you receive reliable, professional advice.

As your accountants we aim to help you manage your personal finances in an integrated fashion so that all your financial strategies are pulling in the same direction.

The area of personal finances is immensely complex, and encompasses among other things:

Banking strategies
Pension decisions
Mortgage & refinancing
Personal loans
Student loans
Car finance
Credit management strategies
Investments
Savings accounts
Shares
Life assurance
Critical illness insurance
Private care plans
Car/home/travel insurance strategies
Personal tax strategies

We are able to advise directly in many of these areas, and where a matter is outside our field we can recommend a suitable independent adviser and work with him or her to advise you.