Financial Services

Our 'sister' company, Brett & Randall Financial Services Limited, offers independent financial advice for corporate and private clients and has considerable expertise gained over the years since our formation in 1982. Particular areas of expertise include:

Corporate Protection Insurance

If you are a company director or partner, your share of the business needs to be financially protected. Insurance for key individuals within your business is also essential. Whilst we can secure competitive prices, we ensure cover is established on the correct basis, taking into account any tax issues.

Pension Services

We can establish schemes for private investors, directors, partners and employees. We offer full transfer advice, service and administration services for all schemes. Our bespoke retirement planning service helps you secure the most suitable retirement option from the numerous choices available.

Employee Benefits

We provide independent financial advice to companies concerning a range of employee benefits, including income protection, death in service and pension schemes. If you have existing schemes in place we can provide advice and assistance to ensure that all of your requirements are satisfied.

Investment Planning

Our advice will tailor an investment strategy to your requirements, supporting your objectives and attitude to risk and accounting for your tax position. We will help you understand the various options available so that you can make the right investment decisions. Our investment planning also extends to assets within self administered pension schemes and self invested personal pensions (SIPP). The value of investments and income from them can go down as well as up and you may not get back the original amount invested.

To find out more about all of our financial services, or to make an appointment to discuss your needs, contact us today.

Please note - the FSA does not regulate tax advice