Pensions


In the often complex world of retirement planning, our specialist knowledge and experience can provide simplified guidance to both private individuals and companies so that they can better meet their income needs in retirement

Pre-Retirement

For companies, we specialise in Auto-Enrolment and Staff pension arrangements and personal pension plans for individuals.
We also advise on Self-Invested Personal Pension Plans and Small Self Administered Schemes.
Equally, we can help you arrange your first pension arrangement or review plans which you may have accrued to date to check that they still fulfil your requirements and expectations

At Retirement

There are many different options available to pension investors when it is time to take their benefits, particularly in the post March 2014 Budget world. Each option, in respect of tax-free cash and income, needs to be considered in depth with the help of an expert.
We have the expertise to guide you through the merits and disadvantages of all of the options to ensure that you make the right choices at a very important stage of your life.

Contact us for more information.