Investments & pensions

Independent financial advice and specialist knowledge...

We are not authorised to offer advice on investments and pensions but have excellent relationships with local banks and Independent Financial Advisors and are more than happy to recommend these to our clients.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01935 412561. Or if you would prefer, ask us a question online.

We service many clients in the local community from our office in Yeovil

As well as general accountancy and tax skills, our director and client managers also all have individual specialist skills that enables us to provide our clients with a first class service.

Contact us