Pensions are not the only option available when looking at pension planning.

We often use the phrase “lifetime savings”, which doesn’t necessarily mean pensions.

We offer advice on a wide range of alternative investments.

ISAs

OEICs

Investment Bonds

Cash Deposit Accounts

National Savings

Buy to Let Investments

The range of investment choices available in the UK is wide and the list above is not exhaustive. It is important however, that clients appreciate the relevant risks and rewards of each of their investment choices. We offer advice and ongoing reviews for any investments we set up.


Need further information? Please don't hesitate to get in touch