Pensions

Although we are unable to advise on private pension schemes, we are in close contact with people that do and they would only be to happy to help.

Our contact specialises in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. They assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.

Offering a comprehensive range of solutions:

• Building & Preserving Capital

  - Portfolio management, Investments, Trust & estate planning, Pensions & pension annuities

• Financial protection against risk

  - Specialist insurance, Employee benefits, Long-term care, Health insurance and Life assurance

• Managing cash & borrowings

  - Referral to cash savings, referral to specialist banking & lending, Mortgages

If you would like to talk further on this then please get in touch so we can help point you in the right direction.

Get in touch with our team on 01480 300945 or fill out the form below

We welcome your enquiry. Contact us so we can help you along the way.