Financial Services

We are able to offer a full independent financial advice service via a local trusted firm of Independent Financial Advisers who have helped many of our clients for over two decades.

For a free review please contact us and we will make arrangements. The main subjects we cover are as follows :-

  • Inheritance tax planning
  • Pensions advice
  • Protection cover (business and personal)
  • Investments of all types including Enterprise Investment Schemes and Venture Capital Trusts
  • Savings
  • Mortgages - both personal & commercial

We find that when clients work with both their accountant and an IFA as a team, the results are much improved because we are able to monitor progress as well as attend joint meetings where appropriate.


Free of Charge Services

We offer a number of "one-off" free of charge services. Click to read more.

Useful Links