Summary
Pension Transfer & Investment Specialist, we deal with high net worth clients and companies. We have advisors covering the North West.We are a directly authorised by the FSA to advise on Personal & Company Pensions, All types of investment, including ISA's, Bonds, Unit Trusts, Investment Trusts, off shore investment. We are also authorised to advise on Equity Release and lifetime mortgages. We are fully compliant with Treating Customers Fairley legislation and we believe that we are compliant with the Retail distribution Review which will determine that way that clients are charged after 1st of January 2013. We give our clients online access to there investments and pension provision on line 24/7, this is part of our service commitment. We are what we say "upfront" with our clients, our business partners and our staff.We have passported our services to France, Ireland, Portugal and Spain, so if you are considering retiring to one of those countries, we can continue to advise you.
We give specialist advise on Pensions and Investments. We are authorised to advise on Equity Release and Life Time Mortgages. We undertake Trust Work and Corporate Pensions.
Area of Expertise
We give specialist advise on Pensions and Investments. We are authorised to advise on Equity Release and Life Time Mortgages. We undertake Trust Work and Corporate Pensions.