Investment & Financial
We offer advice in conjunction with our allied IFA firms for:
- Pension schemes
- Life assurance
- Critical illness cover
- Private medical insurance and care plans
- Individual savings accounts
- Investments
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.
We are registered to carry out audit work and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.
Where the matter is outside our field, we can recommend a suitable independent adviser and work together to advise you. Contact Shama Meghjee-Caine on 020 8867 5073 or email shama@cdjltd.co.uk for an introduction to Michael Kemp at Tavistock Insurance Services Ltd or Ian Thorne at Positive Solutions.
