INITIAL CONSULTATION FREE OF CHARGE
Arrange a conversation with us to discuss your personal finance planning, and the first meeting is on us.
Pensions
Find out more about our retirement planning services, and get what you want out of your pension.
Defined Benefit Pensions
Considering the different options that could benefit you and your family depending on your circumstances.
Pension Freedoms
The new legislation has opened up a world of opportunities for the current generation of retirees.
Our Free Guides
Our guides to independent advice, retirement solutions, pension freedom rules and investments can be downloaded completely free of charge.
Simply enter your email address below your desired guide to download.
Case Studies
We have helped a range of clients with diverse needs achieve their financial goals. You could be one of them.
Find out more about our work and the people it has benefited.
DB Pension Transfer
Reconsidering retirement options and provisioning for more advantageous death benefits for his family.
Pension Freedoms
Releasing funds from a pension in order to help renovate homes and develop a property portfolio.
We are committed to providing products and service of the very highest standards. If you feel that we haven’t lived up to your expectations in any way, we would like to know so we can put things right for you. If you have a complaint make sure you contact us here.
We will do all we can to resolve your complaint by the end of the next business day. If we can’t do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response.
If we haven’t issued our response within eight weeks from the date you first raised your complaint, or if you’re dissatisfied with our response, you can ask the Financial Ombudsman Service – www.financial-ombudsman.org.uk – for an independent review. The Financial Ombudsman Service will only consider your complaint once you’ve tried to resolve it with us, so please take up your concerns with us first and we’ll do all we can to help.