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Whilst we offer a full range of financial planning services including wealth management, protection planning and a dedicated mortgage advice centre, our primary specialisation is our service for clients approaching retirement or who have already retired – including holistic retirement planning, pension transfers and equity release.

Finance Papers

Retirement Planning

Whether you are just starting to plan your retirement, or you have already retired, we can help you put together a financial plan that is tailored to your specific circumstances, objectives and the type of retirement you would like.

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Pension Transfers

With the introduction of the new pension freedoms, defined benefit (also known as final salary) pension transfers are becoming ever more popular, offering greater flexibility which can be very appealing. But is a transfer the right option for your pension?

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Equity Release

If you are one of the many retired Britons who manage on a small pension and limited savings, equity release allows you to unlock the value in your home and could make a real difference to your standard of living.
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