Plan for the future with expert pensions and protection advice
A tailored, confidential service based on your individual requirements. Having gained an in-depth understanding of your business and its needs, we will recommend the appropriate products and strategies to help you secure your company’s future.
Unbiased advice
Tailored service
Monitored results
Better returns
A tailored plan and impartial support
Because we do not sell products ourselves, you can trust us to offer completely unbiased advice. As impartial advisers, we are not privy to the sensitive information you give providers, such as medical histories. Our service is based on trust, and confidentiality is our watchword. Get a tailored plan for your business, as well as for yourself as the business owner.
Some of our clients
“An expert, tailored approach to pensions, protection, and investment makes good business sense. It can save you money in both the short-term and long-term, plus you can protect the business against internal shocks such as losing a director.”
Rory FineganFounder & CEO
Regulated, Qualified & Experienced Financial Advisor
We will review your current situation and make recommendations in the areas of pension arrangements, protection (e.g. term life assurance, whole of life cover, mortgage or income protection, illness cover, etc.), and the investment strategies that are most likely to help you achieve your goals – within your chosen levels of risk and return.
We will ensure you are always receiving the best value from your arrangements. If you’d like support planning for the future, ask us about our advisory services.
Pensions Advice
- Corporate pension advice
- Choice of pension structure
- Retirement Planning
- Personal retirement bonds
- Employee benefits
- Presentations to staff
Protection Advice
- Financial review
- Protection advice
- Statement of feasibility
- Impartial recommendation
- Brokerage
Investment Advice
- Investment planning
- Investments selection
- Performance monitoring
- Expert and objective advice
- Access to a broad range of funds
We can help you with: Investment planning | Corporate pension plans | Executive Income Protection | Co-Directors cover | Financial review
