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Taking care of your future


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Taking care of your future

We can advise on all matters regarding both corporate and individual pensions; including occupational pensions and pension transfers.

Our Advisers care about helping you make the most of your retirement and will continually review your pension plans throughout your relationship with us. We have access to the whole market and can therefore recommend the most appropriate products to suit your needs.

In April 2015, a new raft of pension rules took effect. These included some of the most radical changes for a generation. The changes have generally been well received and there are real benefits to be enjoyed. To discuss these changes and how they might affect you, please visit our Contact Us page and one of our helpful, qualified Advisers will be in touch.

Call us now on 01872 306422 or email for more information.

Our Ethical Principles

Where no new business needs to be written – to end an appointment happy that a good job has been done

Always to provide advice or recommendations which are wholly right for each individual client, not the most convenient to our business

As our business increases, we should not lose our ability to service clients to the highest standards through overburdening staff and Advisers

“ Many thanks to you and your team for all your hard work, especially when I equated percentage increases to money in the account! ”

K.W – Tintagel

“ (We have) been well satisfied over the several years of doing business. ”

J.M – Penzance

“ Friendly, personal advice from someone we trust… ”

C.R – Penzance

“ It is always possible to talk to someone very quickly, even outside of scheduled meetings. ”

G.R – Beaworthy

“ We have a confidence in (our Adviser) that has built over the years he has looked after us. We feel he always does his best in a friendly and professional way. ”

S.G - Penzance

“ Great advice. Reliable, effective. ”

S.H - Penzance 01872 306422