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Investments & Pensions

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

This is why we make use of an on board independent financial adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes / Auto Enrolment
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts
  • Investments
  • Retirement planning
  • Securing business and personal finance - including mortgages.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01353 610377. Or if you would prefer, ask us a question online.

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Spring Statement 2018

Details of the Spring Statement. Our summary focuses on the issues likely to affect you.

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Autumn Budget 2018

Details of the Autumn Budget 2018. Our summary focuses on the key issues.

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