Financial Advice

In addition to our range of legal services, we recognise a need for impartial advice on investment opportunities and pensions.

We are one of the few legal practices to offer our clients financial services. To complement our legal expertise, we provide independent advice through our tailored financial planning. Our in-house expert is regulated by the Financial Conduct Authority and is committed to providing clients with a quality assured service.

We recognise that when you are investing substantial sums of money, you need confidence that your investment will be professionally managed. Creating tailor-made solutions, we combine first-class investment management with a personal service to enable clients to fulfil their long-term financial objectives.

  • Investing for growth/income
  • ISAs, Unit Trusts/OEICs, Bonds
  • Pension and retirement planning
  • Personal and company pensions, transfers and annuities
  • Life, critical illness and health insurance
  • Trusts and inheritance tax planning

T 01244 356789

“I would not hesitate to recommend Cullimore Dutton to my friends. I have received professional care throughout.”