Wilkes Tranter & Co Limited

Text Only | Telephone: 01384 295500 | Fax: 01384 298413 | Email: advice@wilkestranter.co.uk

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Investments & Pensions

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes;
  • Life assurance;
  • Critical illness cover;
  • Private medical insurance and care plans;
  • Individual savings accounts; and
  • Investments.

Wilkes Tranter & Co Limited is not authorised under the Financial Services and Markets Act 2000, but we are able in certain circumstances to offer a limited range of investment advice because we are members of the Institute of Chartered Accountants in England and Wales.

We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Require more information?

If you would like more information or would like to ask us a question then call us on 01384 295500. To ask us a question online click here.

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Wilkes Tranter & Co Limited is a company registered in England and Wales, registered number: 05464239.
The registered office address is Brook House, Moss Grove, Kingswinford, West Midlands DY6 9HS
The company is registered to carry out audit work in the UK and regulated for a range of investment business activities by the Insitute of Chartered Accountants in England and Wales. Details of our audit registration can be viewed at www.auditregister.org.uk under reference number C001253876.

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