Pensions and Investments

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Due to unprecedented changes that continue to reshape the pensions industry following A-day (6 April 2006), the government's recent overhaul of pension tax relief in the 2010 Budget announcement of auto-enrolment and the National Employment Savings Trust (NEST) scheme, it is no surprise that people feel a compelling need for clear and concise advice.

Similarly, the array of investment options open to a businesses or individual are technically challenging and sometimes bewildering to the untrained eye.

We are not tied to any life office and our qualified IFAs use their independence and impartiality to help identify the most suitable policies and investments from the many and varied alternatives on the market. We are authorised by the Financial Conduct Authority to give independent financial advice on the best use of a wide range of investment opportunities.

Our Financial Services director is a veteran, with over 25 years experience in the industry, and has developed a talented Financial Services team with the professional wherewithal to deal with particularly complex areas of advice. Our clients can expect an open and candid relationship which is built on trust.

Our expertise includes:

  • Investments
  • Portfolio Construction & Review
  • Company and personal pensions
  • Unsecured pensions
  • Mortgages

We recommend a sensible mix of investments to provide the right balance between income and capital growth to suit the individual client's circumstances.

For further information or to speak to an advisor contact the team or send a quick enquiry.

 

Registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales and authorised and regulated by the Financial Conduct Authority for investment business