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
  • Mortgages

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 for an introduction to Michael Kemp at Tavistock Insurance Services Ltd or Ian Thorne at Positive Solutions.