Investments and pensions

Investment and Pension advice in North Wales

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 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.

This firm is not authorised under the Financial Services and Markets Act 2000, but we are able in certain circumstances to offer a limited range of investment services to clients, because we have a Designated Professional Body licence with the Institute of Chartered Accountants in England and Wales.

We can provide these additional services, provided they are only an incidental part of the professional services we have been engaged to undertake.

For further information and to arrange an initial free of charge meeting, please contact us.