Investments & Pensions

Independent financial advice and specialist knowledge...

Investments & Pensions

Financial Advice

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

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


The Seed Enterprise Invesment Scheme (SEIS) and Enterprise Investment Scheme (EIS) are schemes from HMRC to encourage investment into new ideas and technologies.

If you are looking to raise funds to get your big idea off the ground, then SEIS or EIS fundraising may be the way to go. We help business's with obtaining advanced assurance from HMRC and deal with any questions that may arise from their application. We also work closely with our contacts to pitch your idea to investors in order to aid with raising funds.

If you are looking to mitigate some of your tax, then investing in an SEIS or EIS startup may provide this opportunity. We can talk you through the tax breaks that come with investing like this.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01327 354099. Or if you would prefer, ask us a question online.

Who we work with