Individual Pensions

Individual pension schemes on a case by case basis.

Unlike most Independent Financial Advisers, our approach has been to avoid offering a standard financial services ‘jacket’ to fit all scenarios, instead we offer a highly personalised service, tailored to suit each individual client.

Furthermore, this is an ongoing process whereby the needs of each client are analysed and reviewed on a regular basis.

We are justifiably proud of our ‘live’ approach.

We provide a full service, which encompasses all of the individual pension areas. This includes:

  • Pension transfer comparison services.
  • Individual pre and post retirement planning.
  • Investment portfolio planning
  • Annuity recommendations.
  • Income drawdown planning.
  • Pension trusts.
  • Self-administered schemes.
  • Self invested personal pensions.
  • Pension funds for estate planning.
  • Pension property purchase.

Every individual is different and you will receive personal advice.

We will produce a no-obligation report to cover the advice relevant to your own circumstances.

Contact Us
Personal Pensions

David Ithier has been our Independent Financial Adviser since retiring in March 2010 and, as such, has impressed us with his knowledge and skill for navigating us through the complexities of our finances. As retirees, our desire to safeguard our investments has been of paramount importance, and so David has paid particular attention to our risk profile. We enjoy our regular meetings with him, when he explains clearly what is happening to our investments in relation to the UK and World economies. We have no hesitation in recommending David as an experienced, knowledgeable and reassuring Financial Adviser.

Mr and Mrs N Thompson, Gloucestershire