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Investments & Pensions

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our ‘in house’ independent financial adviser, Phil Dauncey together with our wide range of professional contacts to ensure you receive suitable independent advice and we work  with them to ensure you receive impartial and best advice in areas such as:

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

We are here to help so please give us a call on 01926 512763.