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Pensions & Investments

We have a number of alliances with providers of regulated financial advice. 

These alliances enable us to offer clients a solution which considers business and personal financial objectives as one, using the active involvement of our business and taxation specialists.


Personal services:

Saving and Investment Advice

  • Inheritance Tax Planning in conjunction with our specialist tax work
  • Offshore and Onshore Investment
  • Long-Term Care
  • Portfolio Management & Reviews

Life Assurance & Health Protection

  • Family Protection
  • Critical Illness
  • Income Replacement
  • Key Man and Co Director Protection

Income in Retirement

  • Annuities
  • Phased Retirement and Income Drawdown Schemes