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Online Enquiry | Pension, help & IFA advice




Online Enquiry

Ask A Question of our Experts

We are here to help companies and individuals find quick answers to their questions.

 

Our aim is always to get you the answer within a few hours if possible, and if not to refer you to someone who can get the response you need.

 

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Book An Appointment with an Independent Financial Adviser

Whether you have had an IFA in the past, or are just looking for your first Financial Adviser, we can put you in touch with fully qualified people who will be able to guide you through the minefield that is investments and retirement. With things changing so quickly in the world it is important to have access to an adviser with their finger on the

Pension Enquiry Form

Use this form to send through an enquiry to us. If we can’t help we will put you in touch with someone who can. With our networks of IFA’s and investment companies, we will do our best to provide you with access to the solutions that you are looking for.

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Employer Group Scheme

With the coming of auto-enrolment many employers are not sure about what their responsibilities are. We have partnered with financial advisory firms who can explain the ins and outs of the law, describe what your responsibilities are (and will be come 2017), and give you advice as to how to manage your responsibilities to the betterment of your employees.

No Obligation Pension Performance Reviews

A pension switch, or pension transfer, is normally made to improve fund performance and achieve lower charges, to consolidate several pension pots, or to move money from a scheme held with an old employer.

 

Increasing numbers have been transferring because they have seen their funds depleted during difficult economic times and

New Pension

If you are new to pensions, first of all well done for taking control of your financial future!

 

The earlier you start providing for your retirement the better a standard of living you are likely to enjoy in your twilight years. Pensions are the most tax efficient vehicle available to most savers because the government recognises the

Self Invested Personal Pension

A Self-Invested Personal Pension (SIPP) basically serves as wrapping for investments. It forms a tax efficient tool through which to save for retirement. SIPPS provide individuals with control over their investment portfolio in a way many other pensions do not.

 

SIPPs can also offer the opportunity to invest in markets that are not normally