Helping you make the best choices for your future

Pension pot

Making the right retirement choices are likely to be some of the most important decisions you’ll ever need to make and a central focus on financial planning. The right pension products will help to ensure you can draw an income in retirement that enables you to enjoy the things you love doing and enrich your journey.

Building your pension pot

We will help to calculate how big your retirement pot needs to be, build your pot and then help it to grow. We’ll factor in any work place pensions you may already have and look at what else we need to put in place in order for you to take the right income at retirement.

At retirement

When you approach retirement, we’ll help you to choose the best option to provide the right level of income for your future. Having considered the role your state pension will play in your plans, we will help you understand the various benefits that annuities and draw-down can bring and make an informed recommendation as to which option (or a mixture of both) is best for you. We’ll also talk you through the different benefits of taking your tax free lump sum at various stages of your retirement so that you maximise the value of this benefit.

Find out more…  Call 0345 345 5111 or email us today


2016/2017 year end tax planning

2016/2017 year end tax planning


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We’ve always worked on building genuine relationships with clients. We take the time to get to know you and pride ourselves on being able meet face to face whenever possible.

A real person, not a faceless call centre worker

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