Pensions

Our Financial Services Team has great strength and an excellent reputation in regard to providing comprehensive Pensions advice.

The team's financial services qualifications enable us to offer "across the board" pension guidance and advice, including Pension Transfers, Pension Sharing and Divorce and Company Scheme arrangements.

I would like to take this opportunity to thank you most sincerely for the time spent explaining all the options to me, your efficiency and detailed explanations of all matters relating to my pension arrangements. I am very happy with the outcome and extremely pleased I chose you for this service. It has been a pleasure to do business with such a professional individual and you are a credit to your firm.
Client letter to Mike Cracknell

We can conduct reviews of existing Pension arrangements on your behalf, which is particularly important given the new Stakeholder Pension regime and consequential lower charges now in existence. Using our own analysis systems, coupled with access to specialist transfer analysis systems when required, we can assess whether your existing Pension arrangements are still appropriate.

... many thanks once again for steering our pensions through what seems to us to be a complicated procedure!
Client email to Lucy Gutierrez

Main Services

  • Stakeholder Pensions 
  • Personal Pension 
  • Executive Pension Plans 
  • Group Money Purchase Schemes 
  • Small Self Administered Schemes (SSAS) 
  • Self Invested Personal Pension Plans (SIPP) 
  • Final Salary Schemes

Get in Touch

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Lead Contacts

Paul Chilver DipFA
Financial Planner
01206 217614
Mike Cracknell APFS, ACIB, AIFP
Financial Planning Manager
01206 217384
Alan Goggin Cert PFS, Certs CII (MP & ER)
Financial Planning Manager
01206 217616
Colin Hyoms FCIB, MCMI, Cert PFS
Financial Planning Manager
01206 217614
 

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