Who we work with
We specialise in working with people who are saving towards their retirement, are approaching retirement, or have recently retired and need advice on pension related matters. Typically you will be between the ages of 45 and 70, will have existing pension funds in excess of £100,000, will understand the importance of money, the value of independent financial advice and the peace of mind that working with a trusted adviser can bring.
You may take an active interest in pension matters or alternatively, may have very little interest, but either way will enjoy the simplicity and freedom that comes with having your pension arrangements professionally managed and looked after. You are responsive to requests for information, return paperwork promptly and will enjoy being part of our Client Community.