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

Who can help

 

FAQs for

Investments & pensions

Due to the increasing number of financial products on offer, choosing the best strategy for you can be confusing.  We are happy to recommend a number of Independent Financial Advisers who would be happy to assist.


There are many benefits of putting money into a pension, one being the tax relief on contributions.  Our specialist tax department will be more than happy to advise on how you could benefit.


If you are an employer with staff working for you in the UK, then auto-enrol for pensions applies to you.  First thing to do is to check when your staging date is as early planning is essential.