We provide a fully independent and professional pensions service to individuals and businesses, offering a range of solutions to help make the future feel even more secure.

Keeping up-to-date with changes to pensions legislation, and being mindful of all your retirement options, can be a daunting prospect. Having our wealth managers on hand to help you explore your choices and advise on opportunities gives the landscape of later life a far more attractive outlook.

We are hugely experienced in the creation and management of all types of pensions, including individual pensions, defined benefit schemes, self-invested personal pensions and small self-administered schemes, as well as assisting businesses with their employee pension schemes. When it comes to drawing income in retirement, our team can also advise on whether annuities, a drawdown or phased retirement is the most appropriate route in your circumstances.

Our wealth managers will work closely with you to develop a retirement plan which meets your aims for your desired future income level. We will look at your expected expenditure, and by projecting your current pension provisions forward, we can determine if your retirement plans are on track. If it turns out that things are not where they need to be, we’ll come up with clear solutions.

Experience