Services 2017-10-20T11:35:16+00:00

Our Financial Services

WHAT WE OFFER

We offer a wide range of financial services and wealth management.

As Independent Pension Specialists, we specialise in all areas of retirement planning and wealth management. We also offer

  • investment planning
  • life insurance
  • estate planning
  • power of attorney financial planning and more.

See below, or contact us to discuss your requirements.

financial-adviser-investments

I’M ABOUT TO RETIRE

I’M PLANNING FOR FUTURE RETIREMENT

HELP ME WITH A PENSION TRANSFER

I NEED INVESTMENT ADVICE

2020 never over complicate complex issues and get their point across in a clear and concise manner. I have always found them to be trustworthy and diligent. I have no hesitation in recommending them.

Duncan Bartlett, One Way Resourcing

I’ve received financial advice from Simon for 10 years and would be happy to recommend him. He communicates clearly, is reliable and trustworthy – a pleasure to work with!