Investments & pensions

Inestment and Pension services in Helston

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 you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes;
  • Life assurance;
  • Critical illness cover;
  • Private medical insurance and care plans;
  • Individual savings accounts; and
  • Investments.

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01326 572524. Or if you would prefer, ask us a question online.

Why you should choose us...

We will work with you to put together a package of services based on your circumstances and needs.

Learn more