investment and financial services
We work closely with our clients, we talk to them and regularly meet with them and we prepare their accounts and Tax returns! We believe that because we deal with your accounts we are well placed to ensure you receive impartial advice in areas such as:
- Pension schemes
- Life assurance
- Critical illness cover
- Private medical insurance and care plans
- Individual savings accounts
- Investments
We realise that in today's complicated financial markets these are areas that require specialist knowledge - which is where we make use of our associate company Mark Holt & Co Wealth Management and it’s highly qualified independent financial advisors. Make us your first port of call and we shall make sure you receive reliable, professional advice.
If you want any information on this then get in touch;
Telephone: 01752 220979, or, email mail@markholt.co.uk.