Investment & financial
We believe that because we deal with your accounts and the personal relationship with our clients we are well placed to offer assistance in choosing an adviser in areas such as:
- Pension schemes
- Life assurance
- Critical illness cover
- Private medical insurance and care plans
- Individual savings accounts
We realise that in today’s complicated financial markets these are areas that require specialist knowledge – which is where we make use of our wide range of professional contacts. We are not able to offer our own investment advice.
Where the matter is outside our field, we can recommend a suitable independent adviser and work with him or her to advise you.
Make us your first port of call and we shall make sure you receive reliable, professional advice.
Contact us today to discuss how we can help you manage your personal finances.
Free initial consultation
If you're here, the chances are that one of our existing clients has recommended us. Now you've read a bit more about what makes KBSP tick, the next step is a face-to-face conversation. Get in touch now to arrange an opportunity to ask specific questions and find out more about what we can do for you.
Get in touch today
Find out more about what we do and how we can help you.