Investments & pensions

Independent financial advice and specialist knowledge...

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 / Auto Enrolment
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts and
  • Investments
  • Retirement planning

Our investment services are performed through Stephenson Coates Audit Limited.

Stephenson Coates Audit Limited, Chartered Accountants, is registered to conduct DPB (Investment Business) activities in the UK by the Institute of Chartered Accountants in England and Wales.

Require more information?

If you would like more information or would like to speak to us direct then call us on 0191 256 7766. Or if you would prefer, ask us a question online.