Retirement

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

How we help you

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Quality Advice

Get informed by someone with decades of experience

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Flexible

Meetings to suit you, evenings & weekends

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Excellent Value

Fair prices, no hidden costs, no charge before application


Are you prepared for retirement?

Research from Aegon reveals that more than half of workers say their greatest pensions regret is not starting early enough, that they took a break from saving**

Whether your ideal retirement may involve spending time in the sun, picking up new hobbies, or spending more time with the family, it is essential to have yourself covered so that your later years are stress-free.

If you are unsure about preparing for retirement, especially among constantly changing rules and regulations, it would benefit you to speak to an adviser with decades of experience helping clients achieve a comfortable life in retirement.

We won’t charge for your initial consultation, because we understand that you need to be confident that your money will be in safe hands. We only charge when you are sure you wish to proceed with us.

Please note:

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

Getting in touch is easy

Leave your details or phone us now on 02074276067

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We gather information on your situation
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We discover your needs and objectives and assess your attitude towards risk
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We search a range of available products available and recommend an appropriate one to you
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We provide a you a financial report with all key pieces of information
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We implement your product through a chosen provider
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We continue to update and advise on your ongoing investment