Services

We offer the following services:

Pension-Review

Pension Reviews

The Pension Review service is designed to provide you with information about your current pension arrangements, to help you to decid...

Pension Transfers

A number of changes to pension rules were introduced in April 2016 to give individuals greater flexibility to access their pension s...

Inheritance-Tax-Planning-Advice

Inheritance Tax Planning

What is Inheritance Tax? Inheritance Tax is a tax on the value of your estate after you die. Your estate will includ...

Estate-Planning-Services

Estate Planning Services

In addition to providing Independent Financial Advice, we also provide wider Estate Planning services to clients.

independent-financial-advisors-near-me

Free Initial Meeting

We always offer a FREE 1 hour initial meeting. At that initial meeting we will explain the services we offer and how...

24.06.25

Will the new bill bring pension help for savers?

Is more much needed pension help on its way with a new pension bill for savers? The government has recently set out its plans for a new pension schemes bill....

Awards and Accreditations

Pension Transfer Gold Standard

Investment-Planner

Financial Vulnerability Taskforce

VF 23

Vouched For 2022

Vouched For 2021

Vouched For 2020

Vouched For 2019

Vouched For 2018

Vouched For 2017

Vouched For 2016

Vouched For 2015

Vouched For 2014

Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.

Mr & Mrs L

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F