Our Services
We offer the same professional service to all our clients, although we recognise that each person has different needs. As we go through life, our priorities constantly change.
If you keep us informed of any changes, we can review and update our advice to make sure that it remains relevant to you and your family.Remember, our advice will be based on what you tell us about your hopes and plans for the future.
Specialist areas
We have always specialised in advice on pensions and retirement planning. Pensions are a very complex area where the legislation continually changes. We are experienced in dealing with all kinds of occupational and personal pensions, although we no longer advise on Defined Benefit or Final Salary pension transfers. We can produce a straighforward report to tell you what your current schemes might provide when you retire, and what you can do to improve the situation.
When it is time for you to start drawing your pensions, we can advise on the various retirement options and find you the best rates on the market. Now more than ever before, it is imperative that you make the right choices and get the best possible deal for yourself.
As part of your retirement plans, it makes sense to have other savings and investments running alongside your pension. We can give advice on suitable investment vehicles and funds for you to use, depending on your tax position and your attitude to investment risk.
Estate planning is also an important consideration if you want to to ensure that you minimise your Inheritance Tax liabilities and maximise the assets that you pass on to your family.