At retirement, your whole financial life essentially collapses down to one binary question; will your money outlive you or will you outlive your money?
We are holders of the prestigious Pension Transfer Gold Standard, issued by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society.
Financial advice firms who adopt and promote this standard adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.
Our mission is to help people make the right kind of retirement plan. It’s a much shorter, less complicated conversation than you might expect.
Clients of ours know that, whilst it’s reassuring that we hold the prestigious chartered financial planning and pension transfer specialist accreditation's, our team is focused on helping you to answer the one overriding question we all have – ‘are we going to be ok?'
Expert financial planning overseen by highly qualified and competent chartered financial planners, covering off:
- Personal Pensions
- SIPPs (Self Invested Personal Pensions)
- SSAS (Small Self Administered Schemes)
- Retirement Planning
4 Burkes Parade, Buckinghamshire, Beaconsfield, HP9 1NN
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