Investments & pensions

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.

We offer range of services in conjunction with our local firms of reputable independent financial advisors.

We feel this enable us to provide a greater quality of service through a co-ordinated approach in the overall advice we give to our clients.

Our connections look at the investments side of the advice and we are able to advise on the tax efficiency of the strategy.

Amongst the services we provide are the following:

  • Retirement and pensions
  • Pension planning and contributions
  • Savings and investments
  • Keyman insurance
  • Life Assurance
  • Wealth Planning
  • Long Term Care
  • Health Insurance

Require more information?

If you would like more information or would like to speak to us direct then call us on 0116 289 6000. Or if you would prefer, ask us a question online.