We provide our customers with financial advice using a carefully selected range of products from Prudential and other providers. This is known as restricted advice. We’ll explain this in more detail when we meet.
As we're generally living longer, it’s important to make sure you’ve planned ahead for your retirement.
We can review your current pension's and advise on a range of pension funds that can help you get what you want from your retirement.
Pension consolidation and transfer
You may have more than one pension and be thinking of combining a few or all of them or transferring pensions from one provider to another. We can advise you on pension transfer and consolidation.
Defined Benefit (DB) pension transfer
A DB pension can also be known as a final salary pension. You may be thinking of transferring your DB pension. If so we can advise on this complex area.
Combining pension pots isn't a simple decision. With an adviser on hand at every turn, you can find out if bringing your pension pots together under one roof is right for you.
Following the changes to pensions in 2015, you’ve a number of options available to you when you’re approaching retirement.
We can advise on a wide range of retirement income solutions to help you make the most of the flexibility you have.
Whether you’re investing in your retirement or saving for a rainy day, we can give you advice on a range of savings and investments.
Protecting your family
If you’re worried about what happens to your family’s finances if you pass away or get ill, we can advise on solutions to help protect your loved ones.
With increasing house prices, Inheritance Tax (IHT) is affecting a lot more people. We can give you advice on a range of trusts to help reduce the impact of IHT and also guide you through the complexities of estate planning so that you can pass on as much wealth as possible to your loved ones.
Understand how we can help you
The way that you decide to take your pension will affect what you can do with it when you die.
9am to 5pm, Monday to Friday