How does it work ?
Your Free Analysis
Book a phone appointment with us.
We review your current financial position and needs.
We quote a fixed-fee to implement our recommendations.
Initial Advice
A one-time no-lockin service.
A fee is only charged if you agree to proceed with our recommendations.
Our fees can be paid directly or from your pension & investment accounts.
Ongoing Advice
A new service contract is agreed.
We provide annual valuations and a performance review of your returns.
We advise on any changes in your circumstances or objectives.
What advice do we offer ?
Pensions
- Establishing new pension arrangements.
- Consolidating existing pension arrangements.
- Optimising your retirement options.
- Managing pension income during retirement.
Investments
- One-off investments and regular saving plans.
- Evaluating funds, charges and suitability.
- Risk and return assessment of existing investments.
- Goal-driven investment e.g. university fees, retirement.
Our Free Retirement Options Guide
Client Testimonials
“I am very happy with the option I have chosen. I have a regular income stream and know what money I have coming into my bank account each month. I no longer have to worry about the up/down performance of the stock exchange!”
Elaine, Bristol
“Growth in the portfolio has exceeded expectations, even taking into account the released funds”.
Peter, Cambridgeshire
“I was very happy with Nick’s recommendations and pleased with the way he dealt with my situation and as a result have moved my pension to the new provider”.
Mark, Isle Of Wight