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Investment Management

Financial Planning

Pensions and Investments Print this page

We can advise on the whole range of pensions and investment plans available in the financial marketplace, rather than specific products from selected providers. Most people have a pension plan or investment arrangement from a wide range of companies.  With the advent of workplace pensions the number of employees with pension plans is set to rise again. Helping you to plan for your retirement is also an element of the service we can provide.

There is greater choice and flexibility from the products available in the marketplace.  This can be beneficial, but it can lead to decisions being more complex, with more options to consider each with slightly different implications. We can help guide you through these options and provide tailored advice specific to your requirements in a jargon free way.  We will continue to review your plans as we do for individuals for whom we actively manage their portfolio to ensure they meet your needs as they change. 

Contact our pensions and investment advisers on 01622 691600 for friendly, reliable advice to help plan your retirement.