What We Don’t Offer

We try to concentrate on the areas of advice which we can fully integrate with our clients needs and where we have a high level of expertise as you would expect from Chartered Financial Planners.

If we do not think we can offer the specific advice or service which you need then we tell you. For example, we DON’T offer advice on:

• Raising finance for either commercial nor residential mortgages.
• VCTs, nor individual stocks & shares nor long-term care products

If a need for any of these arises, then we can provide an introduction to a suitably qualified and experienced firm or individual.

Note also that although reference may be made to certain tax issues, or matters of trust law and although we are confident that our comments will be appropriate, we would always recommend that a suitably qualified accountant or firm of solicitors specialising in the areas in question is consulted where you intend to rely on this for tax or legal purposes.