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 to provide you with impartial advice in areas such as:
- Pension schemes;
- Life assurance;
- Critical illness cover;
- Private medical insurance and care plans;
- Individual savings accounts; and
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 & Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
Nichola was recommended to me by a trusted friend and colleague, to support me in doing my self-assessment. She later supported me with a significant tax bill against my pension and later, provided me with advice on setting up my own company. I cannot thank or recommend Nichola highly enough. As well as being an outstanding accountant, she has exceptional people skills, supporting me through a difficult and complex process. Her patience, timely communication, support and independent advice were invaluable. I have recommended Nichola to friends and colleagues, all of whom are extremely satisfied with the services they have received. I would describe Nichola as, an accountant with a heart.
Require more information?
If you would like more information or would like to speak to us direct then call us on 01226 282461. Or if you would prefer, ask us a question online.
Our services (pdf)