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Financial services

As an independent financial adviser, we are authorised to provide advice on, and to arrange a wide variety of, financial products, including pure life assurance, pensions and investments generally.

Clients also benefit from our qualifications and experience as Chartered Accountants and Chartered Tax Advisers and Business advisers so that investment advice we give is holistic and takes into account your personal circumstances, business considerations (where relevant) and affordability.

With the imminent advent of workplace pensions for the vast majority of employers and the administrative requirements of auto-enrolment and opting-out to contend with, we are well placed to assist and advise you.

Making adequate pension provision, including advice on stakeholder schemes or personal pensions, use of a SIPP, can be key to long-term financial independence in retirement and so we also look at things like potential business sales or management buyouts as potential exit strategies.

We have advised businesses for many years on the tax and business aspects of buying and selling businesses.