Established 33 years ago. 4 advisers with a wealth of experience - advising individuals and small businesses in the Cambs/Essex areas.
Highly qualified in specialist areas of
Flexi Access Drawdown,
Occupational Pension Transfers,
Inheritance Tax and Trusts.
Life and Critical Illness insurance
Fully Independent - not restricted - advisers.
We will see you at our offices near Saffron Walden - or at your home or office. the first discussion - by phone, email or face to face will normally be at our cost; i.e. no charge to you.
Specialist in pensions advice - for tidying up old pensions, advising on up to date new pensions legislation and flexible drawdown as well as final salary scheme transfers and annuities.
Andrew Cohen, Chartered Financial Planner, is a specialist and recognised adviser to USS (Universities Superannuation Scheme) members and has advised Cambridge University staff and senior academics since 1983.
Our investment process enables clients to select from a wide range of options - from simple basic funds - to Discretionary fund management. We advise on low risk as well as more adventurous funds e.g. VCTs, EISs and Inheritance tax plans.
White Horse House, Crown Hill, Ashdon, Saffron Walden, Essex, CB10 2HA
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