Established for over 25 years.
We also advise individuals on lump sum investments, life and critical illness protection, TAKING PENSION BENEFITS at retirement and sourcing the BEST PENSION ANNUITY or DRAWDOWN INCOME, financial planning during retirement, and income protection (employed and self-employed). All advice is personalised and products are tailored to each client's individual circumstances. Senior advising partner has attained AFPC (advanced CII level), and in recognition, can use the designation 'DipPFS'.
CONFUSED BY THE NEW PENSION FREEDOM CHOICES?
We offer a personal, professional & reliable service for clients looking for RETIREMENT OPTIONS advice, and have specialist knowledge and experience to guide you through the many options available at this important stage in your financial planning, when you are ready to access your pension fund(s).
We tailor advice to your individual circumstances, including health/lifestyle details and attitude to investment risk when considering all relevant RETIREMENT INCOME OPTIONS, including ANNUITY & DRAWDOWN to ensure you obtain the best and most appropriate type of income.
23 Brookside Road, Old Bedhampton, Havant, Hants, Hampshire, PO9 3JL
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