Do you have an existing pension? - I can review your existing pension policy and look at its performance and charges to see if you are getting value for your money

If you are over 55 I may be able to help you release cash from your pension

Do you have an old company pension? - I can advise on what options are available for you ?

Near to retirement? - I can help you choose between Annuity Drawdown plans

Suffering from ill health and close to retirement? - You may be able to boost your pension income with an impaired life annuity

Do you own a company? - I can help you plan for the forthcoming pension legislation and advise on partnership protection

I am a ‘whole of the market’ advisor, I am not tied and can advise you on the best product for you.

I can help and advise on:-

• Portfolio Management
• Investment Bonds
• ISA’s
• PEPS

I specialise in finding low-risk products and plans that produce a better return than cash at the bank or building society to supplement pension income.

• Care Home Fee mitigation.
• Trusts.
• Inheritance Tax Planning.

• Landlords Insurance
• Home Insurance
• Life Assurance
• Income Cover
• Critical Illness Protection
• Mortgage Protection
• Buildings & Contents Insurance.