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

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Adele has been professional and knowledgable, yet also personable and fun to spend a lot of time with! I wouldn’t hesitate to recommend her to friends and family.

Mrs C

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

Ms F

The representative was very good and we were happy with the meeting.

Mr & Mrs B