Financial Services
This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide. We appreciate that in an ever changing market place one needs up to the minute advice. We have therefore established some close working liaisons with other firms of trusted independent financial advisers with whom we can liaise on your affairs.
Alternatively you may already have your own advisor with whom we would be pleased to work.
This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide. We appreciate that in an ever changing market place one needs up to the minute advice. We have therefore established some close working liaisons with other firms of trusted independent financial advisers with whom we can liaise on your affairs.
Alternatively you may already have your own advisor with whom we would be pleased to work.
Our knowledge of your affairs and their knowledge of the market allows best recommendation to provide all of your financial service products which could range from:
Assistance with mortgage applications
Life cover/Term assurance
Keyman Insurance
Permanent Health/Critical illness cover
Income replacement plans
Pensions whether personal, corporate or Stakeholder
We also have contacts who assist in obtaining general commercial insurance.
