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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.

We can help in areas such as

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

Require more information?

If you would like more information or would like to speak to us direct then call us on 01922 692450. Or if you would prefer, ask us a question online.

Latest News

06 May 2020

Government launches small business micro loan scheme

On 4 May 2020 the government launched the Bounce Back Loan Scheme.

06 May 2020

Lenders relax evidence requirements for business interruption loan scheme applications

On 27 April 2020 the UK's seven largest small business lenders announced they had relaxed their evidence requirements for applications to the Coronavirus Business Interruption Loan Scheme (CBILS).