Pension Planning
Do you have multiple pensions from previous employers?
Our pension planning services include:
- Pension Review – We carry out a review of your current pensions to determine whether they are expensive; invested according to a level of risk you are comfortable with; and whether it’s worth putting them altogether in one, new, simple pot.
- Defined Benefit Pension – Assessment and advice to help you decide whether it’s right for you to transfer your defined benefit pension into a personal pension.
- Pension Investment Strategy – Making sure your pension is invested in the right areas to achieve the returns you need. This could include investing in the stock markets, but also commercial property or even your own business!
Services Overview
Something for every stage in your life… because financial planning is for life, not just for retirement!
Financial Planning
Retirement Planning
Business Planning
Pension Planning
Protection Planning
NHS Pensions
Client Reviews
We are currently offering a complimentary portfolio analysis of your current portfolio
This includes looking at performance , the charges you are paying and the risk you are taking. In order to request your free portfolio analysis please enter your details below.
We will also email you our weekly news and views.
News & Views
A Private OEIC – Your Own Family Investment Fund
A private OEIC (Open Ended Investment Company) could be the solution if you have maxed out the allowances available for tax wrappers such as pensions and ISAs. It is an alternative tax efficient way of investing large sums of wealth for you and your family. What...
Cash ISAs Are Still Worth It
Rock bottom interest rates have led to the returns from cash ISAs being pretty useless. Especially when compared to the returns from stocks and shares ISAs that are invested in global equities. So should you be ignoring cash ISAs? Well, there is a handy little...
Should We Be Ignoring The UK As An Investment?
Surging gas prices, a shortage of food and panic at the petrol stations. If you are following the news closely at the moment you are probably feeling the UK is a gloomy place to be living right now. But what about when it comes to investing, should we be ignoring...
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