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
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 email@example.com for an introduction to Michael Kemp at Tavistock Insurance Services Ltd or Ian Thorne at Positive Solutions.
“Having had an aversion to Accountants, it was so refreshing meeting Shama at CDJ. Dealing with her is a pleasure – she is quick to respond to any issues & has even made my end-of-year accounts nightmare turn into a dream.”
K Fenton – London