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Pension Investment

After the family home, a person’s pension fund is often their next most significant asset.

Pension advice needs to cover a wide range of options including existing plans and potential new arrangements. This has become a complex area, requiring specialist advice. A Financial Adviser can help you choose the most appropriate self invested pension and then help in selecting a suitable investment strategy to meet your requirements.

Key Skills

  • We take a holistic approach to Pension Investment ensuring we have a full understanding of each client’s circumstances and financial position.
  • We assist our client in fully understanding their future retirement needs.
  • We consider the client’s personal objectives and needs, pre-and post pension objective.
  • We consider the client’s desire for access to, control, flexibility and income from pensions and other capital
  • We consider all non Financial Planning solutions
  • We investigate the whole range of pension options, including Stakeholder, Personal Pensions, RAPs, SIPPs, EPPs, SSASs, Group schemes and Final Salary schemes.
  • We review and comment on existing financial arrangements and identify possible problems or opportunities
  • We ask questions and gather data. Years of experience of dealing with clients and financial institutions provide the knowledge of what questions to ask in order to get the right answers.
  • We interpret and analyse information
  • We assess benefits of consolidation of existing plans
  • We consider clients’ appetite for risk
  • We apply appropriate investment strategy to underlying pension funds
Budget Planner

Our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

Alternatively, where your complaint relates to products or services purchased online, or by other electronic means such as by email, you may refer your complaint to the online dispute resolution (ODR) platform at http://ec.europa.eu/odr.