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

GMG ROBERTS are not authorised under the Financial Services and Markets Act 2000 but we are members of the Institute of Chartered Accountants in England and Wales and authorised by them to conduct limited investment business activities. However, as a matter of our house policy we will not provide these investment business services to any client as detailed above but we will refer them to reputable and duly authorised by FCA Independent Financial Advisers.