Where And How Should I Invest?
Following our discussions with you about your retirement lifestyle choices, we will offer an unbiased recommendation based our research of the whole financial marketplace. We will ensure that your pension is invested in a portfolio that is appropriate for your age, appetite for risk and financial situation. This portfolio is then reviewed regularly by us to accommodate any changes in your personal circumstances or goals.
How Can I Discuss This With You?
If you are concerned about your current pension arrangement or wish to start a new pension, we offer an initial consultation at no cost. Please use the form below to arrange a suitable time, or please phone us on 0117 907 1965 if you wish to talk to one of our advisers before arranging a meeting. After the initial meeting, we will produce a retirement strategy for your consideration.
What Do You Charge?
The initial consultation generally lasts up to one hour. We then offer a fee based service which is discussed and agreed with you before any recommendations are implemented.