Investment and financial services

When you have a successful business you need to invest your money wisely and tax efficiently. Because we deal with your accounts we are well placed to assist you to identify areas of opportunity. Have you considered how the items on the following list might be appropriate to your circumstances?

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

These are areas that require specialist knowledge. We will work with your existing advisers to ensure that they have the information necessary to fully advise you. Exceptionally if you do not already have an adviser, or if they feel that a particular matter is outside their experience, we can make use of our wide range of professional contacts.