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Pension Transfers
We provide a specialist pension transfer consultancy service which is available to the general public and to other advisory firms, with special rates for members of Network Direct Ltd.
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Retirement
Whether you are planning for a future when you can stop work, or have already arrived then we can help you to answer the all-important questions of “when can I stop work?”,” how much do I need?” and “ how long will my money last?”.
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Equity Release
Many retirees have found themselves asset rich and cash poor, and with low interest rates and the effects of inflation incomes are being squeezed. Our specialist team can discuss with you the options available and the pros and cons of each.
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Wealth Management
Having built up your assets it is more important than ever to have a strategic plan in place to manage your money to ensure that you continue to meet all your objectives.
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Family Protection
Helping you to look after your family is one of our core services, making sure that if the unthinkable should happen your family are not faced with financial stresses and strains in addition to their personal loss or the strain of long term illness.
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Inheritance Tax
This is not just about tax, but making sure that your estate ends up in the hands of your intended beneficiaries in the most efficient and expedient manner.
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Our Pension Transfer Service
Clients
Our highly qualified and experienced team will provide you with a comprehensive analysis of your existing pensions whether these by personal, occupational or a combination of both. This will include value for money, and making sure that the services provided meet your personal and financial objectives.
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Network Direct Ltd Members
We offer a dedicated service to members of Network Direct Ltd for all occupational pension and income drawdown cases.
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Other Financial Advisory Firms
Our services are available to any advisory firm where we will provide high quality advice to your clients for both occupational and personal pension transfer advice.
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