Investment and financial
We believe that because we deal with your accounts we are well placed to offer impartial advice in areas such as:
- Pension schemes
- Life assurance
- Critical illness cover
- Private medical insurance and care plans
- Individual savings accounts
At the same time, we realise that in today's complicated financial markets these are areas that require specialist knowledge - which is where we make use of our wide range of professional contacts and in particular the IFAs at Syddall Financial Solutions Ltd.
Where the matter is outside the field of the chartered accountant, we can refer you to our colleagues at Syddall Financial Solutions Ltd. based just a stones throw away from our accountancy offices in Bolton. We are in regular contact with our Independent Financial Advisers and can sit down with them and you to work out the best way forward.
Make us your first port of call and we shall make sure you receive reliable, professional, regulated advice.
Contact Us today to discuss how we can help you manage your personal finances.