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Investment and financial services

We believe that because we deal with your accounts we are well placed to offer impartial advice in areas such as:

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

At the same time, we realise that in today's complicated financial markets these are areas that require specialist knowledge - which is where we make use of our wide range of professional contacts.

Where the matter is outside our field, we can recommend a suitable independent adviser and work with him or her to advise you.

Make us your first port of call and we shall make sure you receive reliable, professional advice. Call 01482 504114 today.

Our Services

Business Services

 Audit
 Bookkeeping/accounting
 Business planning
 Business start-up
 Company secretarial
 Corporate finance
 Corporate tax planning
 Forensic accounting
 Mergers & Acquisitions
 Payroll
 Rescue & recovery
 VAT


Specialist Sectors

 Building profits
 Investment and financial
 Retail


Personal Services

 Estate planning
 Personal tax planning
 Retirement strategies
 Self assessment
 Trusts & executorships

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