We offer services for individuals to be introduced to FCA regulated Advisers
We work with a number of local, FCA regulated advisers that come with personal recommendations. These advisers offer a no obligation initial meeting, to see if they can assist you with your pension.
Choosing an adviser can be a daunting take, so let us help and assist you in finding the right person for you.
How do we do it?
We love what we do and it shows. With more than 25 years of experience in the field, we know our industry like the back of our hands. There’s no challenge too big or too small and we dedicate our utmost energy to every project we take on.
Every customer is unique. That’s why we customise every one of our plans to fit your needs exactly. Whether it’s a small strategy or a comprehensive effort, we’ll sit down with you, listen to your requests and prepare a customised plan.
“I was very sceptical at first, but the adviser that was introduced to us, put our mind at ease, and has helped us consolidate our pensions.”
Mr & Mrs S, Hornchruch
“We accessed our tax free lump sum, and booked a holiday of a life time”