A question asked by a lot of people . . . “What do I need to retire ?” . . . some need more than others, but ultimately we all want a high standard of living in our retirement years. What you need in our informed opinion is sound and qualified financial advice. Its important to a lot of people to have “peace of mind” and a “steady income” in retirement. The majority of us also want to leave something behind for our families to ease their financial burdens after we are gone. The uncertainty of future events can be negated with an understanding of the past and a comprehensive knowledge of the “now”. We offer informed, experienced and more importantly qualified pension planning to a range of clients with varying financial portfolios throughout Devon and Barnstaple, in fact the whole of the Southwest of England.
It is through this qualified experience we have garnered a reputation for offering the best pension planning advice available. Our clients past and present have recommended us to family members and friends and through these recommendations we have built our business. We advise our clients based on their desires, their current financial circumstances and from our independent and experienced position we build pension plans that can meet these desires for the future.
From annuity rates to stocks and share options we can advise on the best long terms investments to achieve your financial goals. We offer advice on everything from pensions products to ISA’s to Buy to Let Mortgages and the best terms for equity release. Contact us today for a free initial consultation and give us the opportunity to prove how invaluable we can be !