We are not tied to any life assurance company or any other financial institution which means that you can rely on an unbiased and realistic assessment, of your corporate employee benefits, and personal financial planning requirements.
The Principal has some thirty years of experience advising individuals, professionals and companies of all sizes. It is our aim to offer you a proactive, response and highly professional service.
The recent changes to pension legislation has brought many opportunities but along side that numerous pitfalls and tax implications. Our pension transfer qualifications and experience enables us advice across all pension types. This is especially important when you are considering taking income or capital from a pensions at retirement.
All costs are outlined at our first meeting with no hidden surprises.
Chancery House, 7, The Chancery, Bramcote, Nottingham, NG9 3AJ
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