We are licensed across a number of financial areas; the upside is that we can offer a comprehensive and complete service.

The downside is that sometimes clients are engaging us for one service area only and assume that we are then able to act in all areas. However, we need to ensure that we stay within the licensing requirements of each area at all times and will be happy to explain and detail the differences if there is any confusion.

As a quick summary, these are the areas we are licensed in:

1. Financial planning: read more about this service line by clicking here - Financial planning services.
2. Accounting and taxation: read more about our Accounting and Taxation services - our accounting and taxation services.
3. Loan and mortgage broking: read more about these services by clicking here - Loan and mortgage broking services. 

Our engagement process and the regulations for each area are quite different and we will provide these to you when you request assistance in each service line. Details of our licensing may be found here on our website.