Investment Business

Who better to advise you on investment strategies than us?

After all, as accountants, we fully understand your financial position, and the provision of investment business advice helps to complete the picture. Directly-regulated by the Financial Conduct Authority (FCA), our dedicated IFAs build on the knowledge already gained about your circumstances via our accounts team, and provide meaningful recommendations to maximise your wealth. Being whole-of-market advisors, we truly are independent.

Volans, Leach & Schofield can provide clients with advice on the following areas:

• Investments – from tax efficient structures through to portfolio management services
• Pensions – we advise on both personal and company schemes, including auto-enrolment. From starting your first pension arrangement, through to investment strategies and drawing benefits, we are here to guide you through the process
• Protection – be this life assurance for mortgage purposes or to pay a lump sum on death to your loved ones, protection is an area which should never be overlooked. We also offer advice to businesses regarding protection for key personnel and shareholder protection.

Please contact us today to discover more.