New system for pension advisors at Pension Wise

The new Pension Wise appointment system came into force on 1st June. But some pension providers are not sure about whether the scheme will work. Pension providers are now required to offer all pension holders the opportunity to have a free 45 telephone appointment with the government run Pension Wise service to discuss their pension […]

Read More… from New system for pension advisors at Pension Wise

Tax Saving Financial Experts – top tips

According to Tax Saving Financial Experts at the FT Adviser (19/5/22) . There are six simple steps that people can take to reduce their tax bills and therefore save money, given the current soaring living costs and higher inflation. These include: Checking your tax code for any changes (if you are employed) – don’t assume […]

Read More… from Tax Saving Financial Experts – top tips

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

I have a sense of trust towards the people and the company. Thank you.

Mrs F

Friendly, approachable and reliable. Christina always keeps appointments, returns calls, and advises to your individual needs.

Ms F

Did not expect anything other than a professional service. Excellent.

Mrs L