We are licensed to carry on a range of investment business by the Designated Professional Body of The Institute of Chartered Accountants in England and Wales.

We have associations with several independent authorised third parties regulated by the Financial Services Authority to give fully independent advice and to whom our clients are introduced. Advice can be provided on:

• Pensions (both personal and company schemes)
  
  

• Life cover
  
  

• Investments
  
  

• Permanent health
  
  

• Retirement planning - Annuities/income draw down
  
  

• Financial planning