Financial services & Wealth management

We are regulated by the ACCA for a range of investment business activities but also offer links with a local Independent Financial Adviser to provide more in-depth advice in other important areas such as investments; life cover; mortgages etc.  For example, they can structure an investment portfolio to minimise risks and maximise returns depending on your longer term objectives

Our knowledge of our clients business integrates ideally with their advice to ensure our clients receive a tailored, pro-active and efficient service.

Other business contacts

We have good links with many of the high street banks and often get involved in new banking introductions.

We are also happy to “cross-refer” our own clients’ business activities.

Contact us for more details

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