Financial Advice – Our Service Offering
As independent advisers we offer all forms of regulated advice to our clients:
- Retirement planning: Advice on accumulation of funds / appropriate types of pension contracts.
- Pension investment – ongoing advice / investment management.
- Close to /at Retirement – advice on retirement choices: Cash Flow and Tax planning, Annual and Lifetime Allowance issues, Final Salary pensions, flexible access drawdown, ongoing investment management (income/growth), annuity provision.