What We Do

What We Do

Changing People’s Lives

Getting the right financial advice at the right time can literally change people’s lives. This is what our business is about; providing the right retirement planning advice at the right time, whether this be many years ahead of your actual retirement, approaching retirement or at the point of drawing on your pensions.

We will work with you to make the most of whatever pension arrangements you may have and in the process, give you the peace of mind that will enable you to have the retirement you deserve and hopefully to live the life you want to lead.

Making A Difference

We know the impact that getting the right financial advice can have on people’s retirement and indeed, their lives as a whole. This is why it is our mission to make a difference in people’s lives and to be the recognised advisory firm of choice for those seeking advice on pension matters at or near retirement.

We understand that pensions are now more complex than ever and that you may face a huge array of confusing choices and options. We also appreciate that getting things wrong can have a significant impact on your long term financial wellbeing. Everyone’s circumstances will be different; this is why it is so important that we take the time to listen and to understand what is important to you, and only then, to advise you on the best course of action. Only in this way can we “Change People’s Lives”.

What our clients say

“I could not have got any better service with anyone else. Samantha was faultless in the service she provided to me”

T. Brown

“All info was explained well including all possible options. Would recommend you to others with no risk to my own reputation”

J. Flegg

 

“Everything that I required was dealt with promptly and very efficiently by all persons who I dealt with. I cannot thank them enough. NOBODY DOES IT BETTER”

L.Bohler

“Taken through the whole process, explained everything all the way through, very pleased with outcome. Excellent service."

R. Bennett

“Everything was thoroughly explained. Was kept fully informed all the way through the process”

G. Cook

The IPSL Client Journey

You are at the centre of our process. We provide a face to face or remote service, depending on your needs and location. As independent financial advisers authorised and regulated by the Financial Conduct Authority, we provide specialist advice that will always have your best interests at heart. We only use UK based solutions.