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.

In accordance with the disclosure requirements of the Services Regulations 2009, our professional indemnity insurer is Aviva, of Pitheavlis, Perth Scotland PH2 0NH. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim bought in any court in the United States of America or Canada. We are registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales and details about our audit registration can be viewed at www.auditregister.org.uk, under reference number C001599574. The Audit Regulations and Guidance and APB Ethical Standards that we are required to adhere to can be found at icaew.com/auditnews and www.frc.org.uk/apb/publications/ethical.cfm