8 Norton Road, Coleshill, Birmingham, B46 1ET
The Pension Planning Centre (PPC) is a service that helps individuals and families plan for a better future. We have advisers in various locations able to deal with your Pension needs.
We believe by establishing your goals and objectives we can develop a financial plan that is personal to you, and help you prepare for retirement. Within the plan, we look at your individual circumstances taking into account all of your financial assets, liabilities and your attitude to risk.
Whether you are looking at truly being financially independent or whether you are looking to be in the best possible position in retirement then we are able to help. Pensions are only one piece of the retirement puzzle; other pieces could include Individual Savings Accounts (ISA’s), Unit Trusts/OEIC’s and investment bonds and cash deposits.
We aim to help you make the most from your circumstances.
Our dedicated team of Pension Advisers work to develop long term relationships with our clients. We ensure our clients financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of financial advice.
We recognise that any area of Financial Wealth Management is a personal issue and special to you. We are careful to take the time to ensure we understand your individual needs and aspirations - and as these may change over time, we review your affairs to ensure they continue to meet your objectives.
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