Cass-Stephens Life and Pensions Ltd

Independent Financial Adviser Temple Close, Barnwood, Gloucester, Gloucestershire, GL4 3ER
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We offer a Chartered Financial Planning Service which is professional, Independent and local. You can expect the highest quality advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Long term care
Meet our advisers
Mandy Scott
Ifa
Where to find us

Temple Close, Barnwood, Gloucester, Gloucestershire, GL4 3ER

Contact us
About us

We are Independent Financial Advisers specialising in Retirement, Pension and Investment Planning. By working together and maintaining consistent reviews we can make sure that your financial plans achieve what you expect from them and maintain the life style that you wish for.

For a free initial consultation without obligation please contact Mandy on or .

Our services

We offer a specialist retirement income planning service which includes drawdown, enhanced annuities and a wide range of investments. We have a good track record of investing clients money and cater for all levels of risk profile. We also offer tax planning via a number of approved schemes to individuals and companies. We cater for your wider financial planning needs to include life assurance, critical illness and income protection plans.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

The value of investments and income from them can go down. You may not get back the original amount invested.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

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