Our Ethos

We like to give our clients choice…….

We believe in flexibility, first-rate service and value for money. 

All our clients are appointed a personal point of contact who manages their administrative post retirement needs.  We always work in alongside our clients’ wealth and tax advisers to ensure seamless financial planning throughout retirement.

Our self-invested products offer our clients flexibility in their investment choices giving access to direct shares, direct property and syndicated investments, bank deposit accounts, structured products, institutional funds and a variety of collective investment schemes and unit trust arrangements.

Our charges are straightforward; we don’t hide our costs or layer on charges for third party commissions.

We prefer to keep things simple…….