Investment and financial

We believe that because we deal with your accounts we are well placed to offer impartial advice in areas such as:

At the same time, we realise that in today's complicated financial markets these are areas that require specialist knowledge - which is where we make use of our wide range of professional contacts.

Where the matter is outside our field, we can recommend a suitable independent adviser and work with him or her to advise you.

Make us your first port of call and we shall make sure you receive reliable, professional advice.

Contact Steve May ( for any advice regarding financial services.

Our wealth management service provides advice and guidance on all aspects of financial planning from savings and investments to retirement planning.
There are many different ways you can provide for your retirement. Pensions are just one of the options available.
An Individual Savings Account or ISA is a tax-free investment vehicle. When you invest your savings, shares or life insurance, as well as all authorised retail investment schemes and UK Real Estate Investment Trusts into an ISA account, your income and gains from the investments are free from income tax and capital gains tax.
If you would like an online quote for life insurance, term assurance, mortgage protection or critical illness cover.