Do you deal with other areas like accountancy, wills or legal matters?


No, we don’t deal with these things directly but we understand the need to integrate other services with financial planning, so we have developed long-standing professional partnerships with firms of Accountants, Solicitors, General Insurance Brokers and Funeral Care companies. These firms are trusted by us and work to the high standards we expect.

We can put you in contact with one of our professional partners if you would like us to.