Options at Retirement

Deciding on how best to use your pensions and savings is the one of the most important financial decisions you’ll ever make – and getting it wrong could be disastrous!

We have extensive experience in this area and, being independent, we can research the whole marketplace to achieve the highest level of income available for your particular circumstances.

He inspires confidence that he actually cares about the advice he gives. A.H.

Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE

 

Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE

 

Latest Blog Articles

A road map for investing in uncertain times

Like everyone, we have been stunned by the events in Ukraine. These are difficult andRead more

“Noise” blocking – good for your portfolio

It’s easy to feel bombarded by the constant cycle of negative news headlines or ‘noise’,Read more