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     Are you over 55 ? 
    Do you want advice on your pension planning ?
    Contact Us
  • Slide 2 Contact Us
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     We have over 25 years industry experience in dealing with pensions 
     Professional, friendly service ! 
    Contact Us
  • Slide 5 Contact Us

First appointment is Free and we only charge if you decide to do business with us. We pride ourselves on looking after our clients’ investments and offer an annual review service to our clients.

About Us

  • Over 25 year’s industry experience
  • Specialising in Pension Drawdown and Annuities for over 10 years
  • Annual reviews of clients plans
  • Clients all over the Midlands and South Yorkshire
  • Level 4 Diploma accreditation
  • Level 6 Award in Pension Transfers
  • Regulated by the Financial Conduct Authority

Why Choose Us