Investments & pensions

Investment and Pension services in West Midlands

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We have a number Independent Financial Advisors with whom we work with and are happy to recommend. We work with them to provide you with impartial, tailored and holistic advice in areas such as:

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

Require more information?

If you would like more information or would like to speak to us direct then call us on 01922 612309/612287. Or if you would prefer, ask us a question online.