Solutions and services

Pension Review

It is common knowledge that the climate we live in today provides us all with a degree of uncertainty. The is especially relevant regarding pensions. Current prospects suggest we may have to work longer before we are able to retire. The performance of our pension funds may not have been as hoped to date and with low annutiy rates, retirement may seem more of a challenge than something we look forward too.

If you would to have your pension situation reviewed, then we can introdce you too a qualified IFA who would be happy to advise you on your personal situation.

After all, if the advice provided by them is that you are in good shape and there is no need to adopt a different approach then this will provide you with comfort knowing that you are on the right track. Many of our introductions will provide you with a free of charge initial consultatiton on your situation, so you really have nothing to lose by finding out more.

Trust Planning

For comprehensive details on the benefits of using trusts please visit www.wealthsanctuary.co.uk

This would be of particular interest to clients who are self employed, company directors, partners and individuals that have assets such as property that are considering planning and  protection strategies