Financial Services

We work closely with a number of independent financial advisers to ensure that our clients have access to financial planning advice that meets the same high standards as our tax and business advice.
 
Early in 2006 we established a new independent joint venture, A C Mole Financial Services LLP, with investment advisers Rowan (now Ashcourt Rowan Financial Planning Ltd) to provide an alternative for those seeking a financial adviser for the first time or looking to change adviser. Our connections with Ashcourt Rowan go back over twenty years. The LLP is an appointed representative of Ashcourt Rowan Financial Planning Ltd which is authorised and regulated by the Financial Services Authority. A C Mole Financial Services LLP’s adviser Caroline Perry is based at our Taunton office. You can also visit the A C Mole Financial Services LLP website.
 
A C Mole & Sons is regulated for a range of investment activities by the Institute of Chartered Accountants in England and Wales. We are not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the ICAEW. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

For more information on financial services, contact any partner or associate.