Investments & Pension options

Investments & 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 provider 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

Regulators

iab-logo International Association of Book Keepers
ifa-logo Institute of Financial Accountants
ifs-logo Institute of financial Services
cicm-logo Chartered Institute of Credit Management
fta-logo Federation of Tax Advisors
cipp-logo Chartered Institue of Payroll Professionals
cipp-logo The Institute Of Chartered Secretaries and Administrators