Getting your financial future on track is easy with our simple process.
First, we listen...
It's vital that we understand your dreams and aspirations for your ideal future, we'll assess where you are, and where you want to be.
Next, we evaluate your options.
One of our specialist independent financial advisers will discuss your options with you.
Lastly, we put a plan in action.
This is the most exciting part, putting a financial plan into action to help you reach your financial goals with confidence. Plus, with our industry-leading technology, you'll be able to keep track of your money 24/7 365 days a year, on your mobile, tablet or laptop.
Our services include:
- Retirement planning and Lump Sum pension withdrawal advice;
- Pension consolidation and Final Salary Pension Transfer;
- Investment portfolio building and Wealth management;
- Estate Planning and Life Insurance;
- Lump Sum Investment and Inheritance Planning;
- Power of Attorney Financial Planning.
- Leave your pension invested if you don’t need to take money straight away;
- Take the tax-free cash and leave the rest invested;
- Take some or all of the money as a cash lump sum;
- Buy an annuity to provide a lifetime’s secure income;
- Use a combination of the above.