IFA London, Birmingham, Redditch, Solihull ~ Financial Adviser London, Birmingham, Redditch, Solihull ~ Financial Planning London, Birmingham, Redditch, Solihull ~ Financial Advice London, Birmingham, Redditch, Solihull Pensions Advice Solihull, West Midlands ~ mortgage advisers London, Birmingham, Redditch, Solihull

Pensions

Whilst the news in dominated by problems with our pensions they remain a cornerstone of most peoples plans for securing their retirement.

Our clients are looking to us to help them:

Know if they are on track to secure their future.

Check if their current arrangements are suitable.

Use the most flexible plans including Self-invested pensions so they can access the most suitable investments for them and their business.

Obtain the best tax treatment both before and after retirement for their retirement savings.

We have won many national awards including from the FT and Money Management for our pension advice and we offer a range of our own bespoke Self invested plans where appropriate to ensure clients get the most flexible schemes available.

Product List

Planning for Retirement
Occupational
Annuities
Income Drawdown
Personal
2012 Auto-Enrolment
SIPP
Executive Pension Plan
State
SSAS
Stakeholder

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Institue of Financial Planning

New Model Adviser of the Year 2010 & 2012

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