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Licences

As an independent firm, we offer advice across all categories of products in the financial services sector.

We have two fully qualified Pension Transfer Specialists who can handle Defined Benefit Pensions, and as previously mentioned, we enjoy the compliment of having active cover for such advice by our PI insurers.

Equity Release is another area which requires additional qualifications and FCA permissions to give advice on, and again we have two experts in the team to deal with any advice in this arena.

Mortgage advice can be provided by any one of our Mortgage Advisers, in case that is not your thing. They will happy take on any cases you pass them, and give advice accordingly.

Our Investment Manager is also a fully qualified Tax Accountant and IHT specialist and he can offer his expertise in both advice and the management of portfolios which need this additional oversight.

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