Pension Planning

We deal with people who neither have the time or inclination to manage their own pension money who want to outsource to someone that can do it for them. This is an example as to why it is so important to review your existing pensions and company pension options. Validate your choice of pension scheme, trust, options and fund choices.

With the new highly publicised Pensions Freedoms it is time to examine existing plans and fully utilise allowances to ensure maximum tax advantages towards a well-planned retirement are made.

Our skill is to create for our clients’ pension portfolios built around our common sense investment principles that can perform in different market conditions, to deliver a combination of capital growth and arising income, by investing in unrestricted companies funds from around the world and the case for global equity income investing is compelling. These companies’ funds have consistently grown wherever they are in the world, which has generally provided excellent returns over the longer term.

Chartered Institute for Securities and Investment Logo Qualified Member Personal Finance Society
  • Chartered Institute for Securities and Investment
  • Qualified Member - Personal Finance Society
  • The Royal Statistical Society

We are authorised and regulated by the Financial Conduct Authority. Our regulated activities comprise advising on and arranging investments. Our Financial Services Register number is 583160. You can check this on the FCA Register by visiting their website at