Contact Us

We are here to help in anything you need. Call us on below number.

029 2062 0777

Our Pension Advice

We recognise the importance of saving for retirement to ensure a good standard of living in later life. The flexibility and tax efficiency of pensions make them an attractive financial planning tool. Our experienced Financial Advisers can review your current pension arrangements and offer advice on:

Individual pensions

Whether you’re looking to set up a new personal pension plan or you have multiple pension pots from previous employments. We can give you information and advice to get the best from your pension savings.

Auto Enrolment - Workplace Pensions

Most UK employers are required to offer employees a workplace pension scheme. If you are an employer, we can advise you on the most appropriate product to ensure the best outcome for your employees.

Company Directors – Self Employed

Efficient tax planning is essential for high earners and with careful planning, the use of pension schemes should always be considered.

What we do to help

Our Financial Advisers will search the market to find the arrangement to best suit you and your personal circumstances.

We can arrange an appointment at our local office in Cardiff or in the comfort of your own home*

Your first appointment is free of charge and you are not obliged to proceed with the advice. Our advisers are fully qualified, so you have peace of mind knowing you are dealing with an experienced financial professional.

*Subject to location

Important: The value of your pension fund can fall as well as rise and past performance is no indication to future returns.

Get in touch today

To find out more about the pensions we offer, call us on 029 2062 0777 or send us a message


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