Key Services

Our key services include;

• Tax Efficient investment recommendations
• Pension Planning for individuals and companies
• Investment Portfolio Planning and Review
• Post-retirement pensions incl. Phased Retirement and Annuity Deferral
• Self-Invested Pensions incl. share and property purchase using pension funds
• Pension Transfers
• Inheritance Tax and Succession Planning
• Risk management incl. life cover, critical illness and income protection
• Financial Planning Using Trusts

Testimonial

When Andy met the directors of a profitable software company, they had neglected their pension planning whilst they concentrated on growing their business.

They also didn't trust insurance companies to invest their money. Andy was able to show them how they could use their pension funds to purchase a commercial property and now their company rents these premises from the pension scheme.

"Andy showed us that it was relatively simple to combine investing in the company with pension planning. I am confident that our property investment will increase in value. Plus we get the rental income." said the Managing Director