Our whole ethos is about helping clients have great outcomes whether that be sorting out their pensions, retirement planning, tax planning, keeping money in the family for generation after generation...it's why we get up in the morning.
We are also perfectly happy dealing with a specific issue such transfers from final salary (defined benefit) pension schemes, saving Inheritance tax, keeping your money in your family, we are also excellent at is helping clients plan their financial future, put in place sound financial plans that work.
Our clients then get on with having the fun that they have worked for and sleep at night knowing they have enough money to do so.
We are proud to be a winner of the Retirement Planner of the Year Award 2016 from Retirement Planner Magazine.
We are specialists in transfers from Defined Benefit pensions (also known as final salary pensions)
We find out what our clients really, really want by asking questions - lots and lots of questions. We even give clients homework.
Then we listen.
Then we create proper financial planning solutions.
Then we implement the plan.
Then we keep the plan working.
Then we make sure our clients have fun. Lots of fun.
19 Wellington Business Park, Dukes Ride, Crowthorne, Berkshire, RG45 6LS
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