Personal financial services

If you are like most business owners we work with, we believe that your main motivation for building a successful business is to provide you and your family with the life you want and the security you need. Our range of business services will help you to grow your business and reduce the time burdens on you but, at the end of the day, it’s what the profits do for you and your family that counts. You work hard and need to be happy that the money you have earned is working hard too.

Having our own team of Independent Financial Advisers means that we can provide you with a complete advisory service, ensuring that your business, lifestyle and personal financial goals are considered together. You only have one firm to deal with, only have to supply information once and have only one source of advice. This saves you time, money and means that you get the best possible service, from advisers who know all of your circumstances and have a full range of technical expertise.

We will be pleased to advise on pensions and retirement planning, investments, assurance and protection policies, inheritance tax planning and any other financial concerns you may have. P&A Financial Services Limited is authorised and regulated by the Financial Services Authority. FSA number 435562.

Personal financial services

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