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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 in areas such as:

  • Pension schemes / Auto Enrolment
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts and
  • Investments
  • Retirement planning

Require more information?

If you would like more information or would like to speak to us direct then call us on 01443 231314. Or if you would prefer, ask us a question online.

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Spring Statement 2018

Details of the Spring Statement. Our summary focuses on the issues likely to affect you.

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Autumn Budget 2017

Details of the Autumn Budget 2017. Our summary focuses on the key issues.

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