We were established in 1997 and we are based in Pulford near Chester, Pall Mall in London and Rochester in Kent. Our clients live throughout the UK.
Our team of friendly and experienced advisers help clients to fully understand the options that are available to them in meeting their objectives.We specialise in providing advice for clients approaching retirement, at retirement and post retirement. Many of our existing clients are retired and they appreciate our ongoing advice on their incomes, investments and taxation.
We aim to establish long-term relationships with our clients and we hold annual review meetings with a large proportion of clients.
We specialise in helping individuals in pre-retirement, at retirement and post-retirement with independent financial advice. In particular we have strong experience in advice on investing a lump sum and pension planning. Many of our clients use our ongoing review service to ensure their investments remain appropriate to their aims.
Throughout the UK, a large number of Universities, Colleges, Local Authorities, NHS Trusts and Private Sector companies use our firm to provide Pre-Retirement Seminars for their staff. This has given us in-depth experience at advising employees before, at and post retirement.
Pulford House, Bell Meadow Business Park, Pulford, Chester, CH4 9EP
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