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Company Pension Advice

Need advice on your company pension?

Stay in the scheme, transfer, drawdown, tax-free withdrawals? We'll help you make sense of it.

Book my free consultation

Whether you've got a Defined Benefit or Defined Contribution pension, we can help

We work with clients who have pensions with Sabic, ICI, British Steel, Johnson Matthey, Caterpillar UK, Husqvarna, Northern Powergrid and many more.

We're one of the few local, Independent Financial Advisers authorised and regulated by the FCA to give specialist advice on final salary or Defined Benefit pensions.

What's right for your workmate might not be right for you and your family

We'll work with you to make sure the advice we give is based on getting the best outcome for you.

So, if you're nervous about your financial future,

- Unsure of what to do with your company pension,

- Received a CETV statement and want to know your options, 

Then book your free consultation and let's see how we can help. 

It's free to find out if we can help

Your free initial consultation gives you a great opportunity to get all the questions off your chest. Just call  01642 52 55 11  or fill in the form and we’ll call you back.

We'll call you

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5 stars

Rated 4.8 out of 5 by our clients on VouchedFor VouchedFor: Financial Advisors - Solicitors - Accountants

All's well. Retirement beckons.


They were absolutely brilliant and made everything clear and simple to understand. Thank you again for your time and patience.

Stuart & Jane

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