In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure you have a suitably experienced independent financial adviser (IFA) and we work with them to ensure that you receive impartial advice in areas such as:

  • Pension Schemes
  • Life Assurance
  • Critical Illness Cover
  • Private Medical Insurance & Care Plans
  • Individual Savings Accounts
  • Investments

We (GMG ROBERTS) are not authorised by ICAEW or the Financial Conduct Authority to provide Investment Business advice but use our knowledge in this field to refer our clients to a reputable and duly authorised IFA’s should they need advice in these areas.