Pensions & Investments
Due to unprecedented changes
continue to reshape the pensions industry following A-day (6 April
2006), the government's recent overhaul of pension tax relief in
the 2010 Budget announcement of auto-enrolment and the National
Employment Savings Trust (NEST) scheme, it is no surprise that
people feel a compelling need for clear and concise advice.
Similarly, the array of investment
options open to a businesses or individual are technically
challenging and sometimes bewildering to the untrained eye.
We are not tied to any life office
and our qualified IFAs use their independence and impartiality to
help identify the most suitable policies and investments from the
many and varied alternatives on the market. We are authorised by
the Financial Services Authority to give independent financial
advice on the best use of a wide range of investment
opportunities.
Our Financial Services director is
a veteran, with over 25 years experience in the industry, and has
developed a talented Financial Services team with the professional
wherewithal to deal with particularly complex areas of advice. Our
clients can expect an open and candid relationship which is built
on trust.
Our expertise
includes:
- Investments
- Portfolio Construction & Review
- Company and personal pensions
- Unsecured pensions
- Mortgages
We recommend a sensible mix of
investments to provide the right balance between income and capital
growth to suit the individual client's circumstances.
For further information or to speak
to an advisor contact the team or send a quick
enquiry.