Financial Investment & Legal Services

Alongside the accounting and tax services, both personal and company business, we promote the availability of independent financial advice for investment in:

  • Pension Schemes
  • Life Insurance
  • Critical Illness Cover
  • Private Medical Insurance
  • Investments and portfolios
  • Individual Savings accounts
  • Commercial and Personal Mortgages

and legal advice for estate protection of:

  • Property, investment and Estate Planning
  • Will writing for Inheritance planning

These areas require regulated specialist knowledge so dependent on the size of the finance, we can recommend an independent financial adviser (IFA) or independent legal firm to suit your need.