Realistic Pensions Advice and Support

Receiving realistic advice on pensions today will be vital to you and your spouse’s future welfare. We have a Chartered Financial Planner who specialises in pensions, and is officially listed as a Later Life Specialist Adviser.

If you are recently widowed, or separated in another way, we will meet you and help you understand your financial paperwork, and provide step-by-step guidance.

Many of our conversations are with business owners and senior managers who’ve grasped how much they have to gain by planning for their retirement.

Our experts search pension providers for the public and private sectors, and do everything humanly possible to ensure your investment and final salary vs your pension outcome is what you expect.

"I have found you to be well informed, thorough and good-humoured throughout, turning a potentially dull and box-checking exercise into an informative experience. I now feel for the first time in ages that my private pension is in better shape, and would have no hesitation in recommending you to anyone seeking advice on financial matters.”
Mr G

Click here to read what some of our other customers have said about our services.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

 

From the Blog

— February 16, 2023

Investment market update: January 2023

Signs suggest that inflationary pressures are starting to ease, but economies around the world are still at risk of falling into recession. Find out what affected markets in January 2023.

— February 16, 2023

100 British companies back the 4-day working week. Could it start a workplace revolution?

100 British businesses could be the catalyst for change as they embrace a 4-day working week. While some firms have concerns about productivity, research shows a shorter working week could have a positive effect.

— February 16, 2023

First-time buyers: Could you benefit from the 5% deposit Mortgage Guarantee Scheme?

The government has extended the Mortgage Guarantee Scheme until the end of 2023, which could mean you need just a 5% deposit. If you’re hoping to get on the property ladder, find out what you need to know about the scheme here.