Pensions

We are independent financial advisors. We are authorised and regulated by the Financial Services Authority to advise on the following products:-

• Personal Pensions including Stakeholder Pensions
• Executive Pension Plans
• Compulsory Purchase Annuities
• Group Personal Pension Plans

We do not advise on Pension Transfers.

Please click here to view our key facts document, which provides full details of our range of services.

Before we can make a recommendation we need to discuss your individual circumstances with you. We will complete a 'fact-find' with you to record these requirements and then, once we have assessed your needs, make a recommendation.

We will provide a free 30 minute initial consultancy. To get further information or make an appointment, please call 01422 842984.