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Services

Troubleshooting

The most popular service for businesses. Genuine opinion on what I would do in your position. No waffle or hidden agenda.

There is no charge for an initial discussion and in many cases reaching a solution is only a couple of hours work.

Steve Robinson  01275  844 844

Fixed fee interview

One hour meeting in the office to discuss any aspect of pensions and this might include:

Talking about a particular problem and where to go for help (what Citizens advice could do for you if they dealt with people in business and had 30 years experience of pensions)

Help completing or understanding complex forms

2nd Opinion on something you are considering

Review of an existing policy or pension scheme

Help deciding which option to choose when making your mind up

Comparison of open market annuity options

Registering a Pension Scheme online with HMRC

and so on

Charge  £47  (no VAT)

Ring 01275 844 844 for an appointment and bring all your paperwork with you.

Independent Financial Advice

Full services of an Independent Financial Adviser and in particular answering the three most difficult financial questions

Where are you now?

Where do you want to go?

How do you get there?

These questions may be asked about your whole situation or just one aspect

Choice of Fees (with all commission refunded) or Commission based advice.

Free advice

You get what you pay for and you 'always pay' for what you get.

The Trojans didn't understand this.