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; and
• Investments.

Estate Planning

We offer a full review of your IHT and estate position with a view to minimising the overall Inheritance Tax liability. We will ensure that you make the best use of all of the available IHT reliefs and allowances.