Financial Services

As we’re much more than your average accountants, we have an in-house team of Independent Financial Advisers (IFA) and Wealth Management Consultants that work closely together to help our clients achieve their financial objectives. Supported by a wealth of experience, we provide independent financial advice to both personal and corporate clients.

We offer a personal and bespoke service and feel we can add value in helping clients find their way through the maze of financial products and options that are available on the market. Above all we try to be as open and approachable as possible in order to help build a long and lasting relationship with our clients.

The financial services market is continuously evolving and presenting new challenges and we aim to help our clients through these changes by offering truly impartial advice on a range of issues including:
• Pension planning and retirement options
• Pension portfolio reviews
• Income protection, life insurance and critical illness cover
• Private medical insurance
• Investment planning and portfolio construction

As independent financial advisers we can structure our remuneration to suit each individual client’s requirements and we pride ourselves in establishing close working relationships with all our clients.

For more information or if you have any further questions please contact us on 01656 867167 or at tellmemore@clayshawthomas.com to arrange a free, no obligation first meeting.