|
 Fee based Independent Financial Advisers
We specialise in providing pensions advice including transfers between different pension schemes.
We are able to provide advice on the following.
Transfer Analysis from final salary pension schemes.
Reviews of directors pension arrangements
Property purchase through pension funds.
Pension and divorce splitting
Pension and divorce transfers
Income Drawdown
Section 32 buy-out plan reviews.
Full pension reviews by written report.
Setting up bespoke SIPP plans
Full investment management services for Income Drawdown and Phased/Drawdown
The service we provide falls into three main parts: -
Personal Financial Planning: involving an examination of your needs and objectives by conducting a review of your financial position and future plans. This may highlight a requirement for a particular area, for example, investment or Inheritance Tax planning, or a particular strategy.
Research: we research the market place and recommend a company or service that will provide a solution best suited to your needs. When a recommendation is made, the specific reasons for selecting the product type and the product provider are clearly stated in the recommendation section below.
Investment Management: we provide specific advice regarding the choice of investment and the type of investment that may suit your given risk profile. Different types of investment and strategies require different risk profiling. This is a service provided in agreement with and by consultation with our clients, whilst we provide experience and research in choosing suitable investments.
To download our powerpoint presentation please click here >>
Link to Pension administration services
| 
