We are not qualified to offer investment advice – in fact we don’t think accountants should be providing this advice. We do however have relationships with advisors.
You can get investment advice from a range of sources including financial planners, insurance companies, sharebrokers, banks and financial advisers. But first you need to check whether the adviser is licensed to provide you with what you need.
To find out more ring Don, Peter or Jasen on 07 343 1002 or enquire here.