Independent Financial Advisers

Pension Planning

We are all living longer and this is a fact. Many of us have made provisions for funding our retirement, however with the pension freedoms that were introduced in 2015, the road forward can be confusing.

Added to this the fact that many of us will have multiple pensions to consider as well as a potential risk of over-funding or under-funding, the added benefits of taking advice really can't be underestimated.

We can help you look at pension planning and your retirement options to match your future goals.

For advice on any of the above, contact us now.

Take the first step

We would be happy to discuss your requirements with an initial meeting.

Upon completion of work carried out, we give each client a questionnaire to complete which we use to improve our practice. It also offers the opportunity for clients to provide comments on our service and these are some of the responses: I have known Julian Strutt for many years and know him to be absolutely trustworthy and reliable. As our Independent Financial Adviser he brings a wealth of knowledge and understanding to his work as a result of which we have been absolutely delighted with the returns on our investments. I would recommend him to anyone without any reservation whatsoever.
Keith Sedgebeer - October 2023

Investments

Pensions & Retirement

Estate Planning

Corporate Services