Effective retirement planning requires an expert knowledge of the detail of pension legislation and an ability to clearly understanding of an individual’s long-term objectives and expectations. We offer both. Our knowledge of the complex web of regulations enables us to create strategies that move our clients steadily towards their financial goals and is complemented by one other crucial quality – absolute independence.
We view pensions as an investment vehicle with unique features and tax treatment. By taking this approach, we align our retirement solutions with personal circumstances and objectives, ensuring that retirement planning fits cohesively into any financial strategy. We don’t think in terms of isolated ‘pension problems’.
Our main areas of expertise are: