Financial Services Sector
We have been involved in the retail financial services sector for over 15 years, principally working with IFA’s, mortgage brokers and other similar advisory businesses.
Our experience in the financial services sector makes us ideally placed for for not only customers who can benefit from our accounting expertise in financial services, but also non financial services companies who need access to independent financial advice.
In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure that you meet a financial adviser who is a specialist in the area that you require assistance. We work with them to provide you with impartial and entirety independent advice in areas such as:
Pension schemes;
Life assurance;
Critical illness cover;
Private medical insurance and care plans;
Individual savings accounts; and
Investments.
