Investments & pensions

Independent financial advice and specialist knowledge...

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. Whilst we are not authorised by the Financial Conduct Authority (FCA) to provide investment and pension advice we are registered by the Institute of Chartered Accountants of England & Wales for a limited range of investment business activities.

We prefer to limit the scope of our work to tax advice on investments and to work closely with your existing independent financial advisor (IFA) to provide relevant information in a timely manner to help them make the best investment decisions for you.

In the instance that you do not have an existing IFA, we are happy to arrange an introduction to one of our trusted business partners.

Our trusted IFA partners could provide appropriate and impartial advice in areas such as:

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

*Your home may be repossessed if you do not keep up repayments on your mortgage.

Require more information?

If you would like more information or would like to speak to us direct then call us on 0118 997 7100. Or if you would prefer, ask us a question online.

Pension Advice in Reading

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