A better future starts today.
We are a national independent financial advisor firm.
A small friendly company, who are looking to help you
make the best choices with your money, tailored to your
individual
circumstances.
Contact us today to plan for a better future.
Our Services
Company Pension Transfer
Transfer a frozen company final salary scheme or money purchase pension scheme that you were a previous member of into a single pension plan you can be any age.
Pension Transfer
Transfer one or more personal pensions and or past company schemes into a single pension plan, you can be any age.
Tax Free Cash
You can get your Tax Free cash from your current personal pension, frozen Personal Pensions or previous company schemes you are no longer a member of from age 55 onwards.
Pension Drawdown
You can transfer some or all of your old pension schemes into a Flexi Access Drawdown to get your Tax free Cash and extra income if you need it from age 55.
Annuity
Use some or all of your pension fund to buy an income for life better known as an annuity. There are various types available to suit all.
Impaired Annuity
If you smoke or you are in less than good health an Enhanced or Impaired Annuity may give you more income.
Average Pension Transfer Figures 2018/19
Why you should use us
- Over 32 years of experience in Financial Services
- Very competitive fee structures
- Access to our initial advice and ongoing advice and review process
- Only the best products and providers used
- Flexibility of product and fund selection
- Extensive industry experience
- Directly Authorised by the FCA