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

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

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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Paul Bird Chartered Financial Planner
Paul Bird Chartered Financial Planner, IFA/Director
Tel. 01285 644855, Email.
Paul has been providing financial advice for over 25 years and is pleased to have achieved Chartered status. He specialises in all aspects of pension and retirement planning which includes the licence to advise on Occupational Scheme transfers. Paul also has good experience with VCT's and EIS schemes for those individuals who require a wider tax planning option.
Ben Baldwin DipPFS, Certs CII (MP & ER)
Ben Baldwin DipPFS, Certs CII (MP & ER), IFA
Tel. 0208 0882818, Mobile. 07812 217373, Email.
As a Diploma qualified adviser with the Chartered Insurance Institute (DipPFS), Ben now specialises in providing investment, pensions & retirement planning and protection advice to both new and existing clients. By gaining a full and comprehensive understanding of his clients’ needs and objectives as well as their goals and desires, he works with them to plan carefully for positive outcomes both now and in the future.
Paul Harrold CeMAP, CeRER
Paul Harrold CeMAP, CeRER, Mortgage Adviser
Tel. 01285 644855, Mobile. 07857 364303, Email.
Hazel Higgens
Hazel Higgens, Administrator
Tel. 01285 644855, Email.
Value Move   %     
FTSE 100
7,340.7115.99 0.22 
FTSE All Share
3,997.1312.89 0.32 
Biggest Movers
Value Move   %     
4,199.00314.00 8.08 
Ted Baker
2,660.00-180.00 -6.34 
Value Move   %     
1.16-0.00 -0.08 
United States Dollar
1.25-0.00 -0.18 
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 24/03/2017 at 03:28 AM