Our Services
Investment and financial services
Because we deal with your accounts, and because we’re involved in ensuring you make the best possible arrangements for your hard earned money, it makes sense that we offer impartial advice in other areas, to give you a 360° service.
The key is that our financial services can be aligned with your compliance obligations, where relevant. This way we make sure you’re making the best arrangements for yourself and your money.
Our investment and financial services include:
- Pensions - company, personal, state provision
- Protection - critical illness, private health care, salary protection in ill health
- Life Assurance - individual, partnerships and business
- Savings - ISAs, *TESSAs, PEPs, *Building Societies, *Banks, *National Savings Accounts, School Fee Planning
- Investments - onshore, offshore
- Retirement planning
- Tax planning *- income/capital gains and inheritance
- Group Pension Scheme development & administration, stakeholder advice
- Employee benefits
Naturally we recognise that in today's complicated financial markets these are areas that require specialist knowledge - which is why we retain an in-house financial services team to make sure it’s right for you.
The team are members of the M & E Network Ltd, which is regulated by the Financial Services Authority.
Its directors, Keith Morris and Colin Hasell, offer impartial, relevant financial advice to our clients and are not tied to any one company or investment management group, having access to all financial providers and financial products.
We make sure our clients are offered a highly personalised service and that your needs are always met.
The guidance and/or advice contained within this website is subject to the U.K. regulatory regime and is therefore primarily based in the U.K.
A member of the M&E Network ltd which is regulated by the FSA.
