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Pensions

Need an adviser to review and transact your Occupational Pension Transfer? We offer this service with all of the relevant qualifications.

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Chartered Independent Financial Advisers: Pensions & Investment Advice

Based in Cirencester and London

"INNOVATIVE FINANCIAL SOLUTIONS"

We are a well established and specialist firm of Independent Financial Advisers (IFAs) based in Cirencester and London. We offer Chartered status advisers which should reassure clients that they will receive the highest standards of advice and integrity.

Our financial advisers offer directors and high net worth individuals a bespoke service. This includes advice on Occupational Pension Transfers, Flexible Access Drawdown, Pension annual and lifetime allowances, along with Holistic Retirement Planning.

Our Retirement Income Options Report provides a comprehensive guide to income generation and tax planning pre and post retirement.

We offer tax planning opportunities (e.g. VCT's and EIS's) and investment portfolio management.

Buying a commercial premises through a SIPP/SSAS? Our IFA's offer the full service.

We also specialise in Equity Release and advise you through the whole process of unlocking the value of your home whilst ensuring that this is most apprprpriate solution to your needs.

  In summary our specialist financial advisers offer services include the following;

  • Pension Planning inc Occupational Transfers
  • Flexible Drawdown, SIPPS, SSAS
  • Corporate Tax Planning
  • Company Employee Benefits Schemes
  • EIS, VCT's, EFRBS, EBS
  • Pension Lifetime Allowance Advice
  • Investment Portfolio planning
  • Equity Release
  • Tax Planning

Please note; We also provide traditonal IFA products and services to include Life Assurance, mortgages and commercial loans.

Your home may be repossessed if you do not keep up repayments on your mortgage
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage
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