Investments and Pensions

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

Investments and Pensions image

We make use of our trusted 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;
  • Life assurance;
  • Critical illness cover;
  • Private medical insurance and care plans;
  • Individual savings accounts; and
  • Investments.

Require more information?

If you would like more information or would like to speak to us direct then call us on 07711 002172. Or if you would prefer, ask us a question online.

Spring Statement 2018

Details of the Spring Statement. Our summary focuses on the issues likely to affect you.

Autumn Budget 2017

Details of the Autumn Budget 2017. Our summary focuses on the key issues.

Factsheets

Factsheets covering a range of relevant accountancy and business topics.

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Philip Atherton Limited is registered in England and Wales. Registration number: 4544358.
Registered office address: The Old Electrical Workshop, Welby, Grantham, Lincolnshire NG32 3LT

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