Retirement & Pension Planning

Our retirement and pension planning service covers a wide range of clients at different stages in their careers.

Our advice extends from those who are just beginning to save for the future in deciding on the level of contribution and which provider to use, to those who are approaching retirement and need to choose how to take their pension benefits.

We have extensive experience in helping clients to consolidate and simplify their existing pension arrangements to ensure that they have a centralised and easily managed retirement strategy.  Our expertise also includes specialist and niche pensions as well as complex financial transactions, such as commercial property purchase.

WHY US

We believe the following reasons help to explain why our clients choose to work with us rather than our competitors.

PROVEN SUCCESS

We are proud that the vast majority of our business comes from recommendations by existing clients and professional connections.

PERSONALISED SERVICE

We invest time in establishing strong client relationships built on trust, integrity and value. Whenever you need us we are always available.

TRULY INDEPENDENT ADVICE

We are not tied to any investment companies or product providers, and so we are able to remain completely objective and impartial in determining the most appropriate solution for you.

FLEXIBLE FEE STRUCTURE

Our costs can be collected by way of a fee or commission or a combination of the two and the decision is left completely up to you.