Investments & pensions

Independent financial advice and specialist knowledge...

Investments & pensions photo

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

We therefore refer our clients to one of our wide range of professional contacts to ensure that they have a suitable independent adviser providing them with impartial advice in areas such as:

  • 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 01455 848848. Or if you would prefer, ask us a question online.

AAT Sage The Chartered Institute of Payroll Professionals FSB
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Angela Moore is licensed and regulated by the Association of Accounting Technicians to provide services in accordance with licence number 4068 details of which are displayed as the address shown.