Cass-Stephens Life and Pensions Ltd

Independent Temple Close, Barnwood, Gloucester, Gloucestershire, GL4 3ER
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
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 review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Mandy Scott
Ifa
Where to find us

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

Make an enquiry
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 <phone number hidden> or <phone number hidden>.

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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0