Berkeley House, 6-8 The Square, Kenilworth, Warwickshire, CV8 1EBMake an enquiry
We have 4 qualified financial advisers and a friendly client services team based in our offices in Nottingham and Kenilworth Warwickshire.
We are trusted partners of The Pensions Advisory Service and the Money Advice Service. So you can rest assured we can help you whether you need advice on pensions, investing money, making the right retirement decisions or planning for later life.
Our qualified pension transfer specialists can also give you unbiased advise on Final Salary pension transfers (also know as Defined Benefit pension transfers), to help you make the decision that's right for you. We will take time to understand what's important to you and help you to make the right decisions without any confusing jargon.
We are proud of how we have helped our clients, so please read what they say about us. Find out more on our website about how we can give you financial peace of mind and help you to live the life you want to live.
Should you transfer out of your final salary pension scheme? This is one of the biggest financial decisions of your life. Our Advisers Jessica McGowan and Sue Richardson are qualified pension transfer specialists so they can give you the right specialist advice.
Please read more about the pros and cons of final salary pension transfers on our website: <url hidden>
Are you concerned your retirement arrangements might not be adequate?
Do you want to know if you'll have enough? Are you concerned about investing and how to make the most of your money?
Please get in touch we'd love to help.
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