Specialising in retirement and investment planning including the protection of your wealth and assets.
We will aim to build a mutual trust and if you are investing, a long lasting business relationship with you. We avoid jargon and help you create a plan which will benefit you throughout your lifetime.
You will receive a confidential, professional and personal service from a financial planner with over 30 years experience.
We combine the services of highly regarded research/rating companies to assist us and use the latest award winning technology which will allow you to access your own secure website, enabling you to monitor your investments.
1, Pre-retirement:- Advising on retirement plans eg. Personal Pensions, Self Invested Personal Pensions, Group Personal Pensions.
FCA permissions to advise on the whole range of pension schemes. Specialist advice regarding Pensions & Divorce.
2, At retirement:- Advising on the retirement options from your pension fund - How do the complex new pension freedom rules affect you?
3, Post retirement:- This is a diverse area that includes maximising income from existing investments in the most tax efficient manner. Specialist advice on releasing cash from your property and advice on the funding of long term residential care.
329 Davyhulme Road, Urmston, Manchester, M41 8QA
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