Investments & Pensions

We can work with you to help devise sound investment and retirement planning strategies that make sense economically, strategically and in a tax efficient manner. Having helped you devise a plan we can then work with your own independent financial advisor or introduce you to the advisors we work with on a regular basis.

As part of this, together with the independent financial advisor, we can also ensure that the life and health insurances you may have are appropriate and cost efficient.

If you have a mortgage which has not been reviewed for a while or need a new mortgage we can introduce you to a mortgage broker who can carry out the review and then assist in placing the mortgage for you.

Require more information?

If you would like more information or would like to ask us a question then please call us. To ask us a question online click here.