Pensions
Free initial consultation.
We will advise and make a recommendation for you after we have assessed your needs.
We are whole of market pension advisers. This means the choice of pension plans available to us is not restricted to either one company’s products or from a panel of pension providers.
We can advise on pensions if you are:
Employed
Self employed
A sole trader
In a partnership
A company director
Not employed
We can also advise on setting up small group schemes for limited companies.
If you already have a pension plan and do not have an adviser you may be able to appoint us as your adviser and service agent.
We will agree a written service and payment agreement with you when we discuss your pension. The service and payment agreement will say the service we will provide and the agreed payment.