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Pension Planning Planning for the financial future is becoming more and more important and professional advice equally as vital. We offer a wealth of experience in company pensions, individual pensions, group pensions and also stakeholder pensions. We can also assist in establishing more complicated arrangements such as self invested personal pensions, self administered company schemes, income drawdown and annuities. We have the experience to provide the most suitable pensions for all our clients.
Investments To assist our clients in planning for an uncertain future we advise on a comprehensive range of investments. It is our aim to assist in locating the most appropriate product for capital growth and /or for income. We deal in unit trusts, ISA's, PEP's* or investment bond
The Financial Services Authority does not regulate taxation and trust advice, overseas mortgages, some forms of commercial mortgages and some forms of buy to let mortgages.
*PEP's are no longer available.
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