Investment & Pension options

We are not FCA regulated to provide “advice”, and nor do we want to be, as it would not be in our interest to charge clients a huge amount of money and guide them towards products for which the product advisor pays a commission to the “advisor”!

Instead, we provide information. We can review your pensions and investments, in order to tell you what you have, and what your options are. We are not aligned with any product providers. We provide objective information, objective options, and provide the implications of any choice you make.

This service would be billed at £40 ph