Cepen Independent Financial Advice
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Business
- Corporate pension
- Employee benefits
- Group pensions
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
With more than 20 years of experience of providing Financial Advice, I am confident that I can tailor a solution to meet your individual or business financial planning requirements.
At this time, I do not give advice on transfers out of Defined Benefit (Final Salary) pension schemes.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Prepare a solution tailored to your requirements across any area of Financial Planning; Pensions, Investments, Protection, Savings and Auto Enrolment.
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