Flexible Pension Retirement Specialists

No. The first meeting is at our cost and free to you.

We charge fee's for the work we do we will always discuss our fee's before we implement an advice. Our minimum fee is £795.00 to £4,500 for complex cases with multiple pension schemes and tax issues.

We run 4 portfolios of  diverse global index funds which are aligned to your attitude to investment risk.

• PFEP 50% Equity
• PFEP 70% Equity
• PFEP 80% Equity
• PFEP 100% Equity

We invest your money into our wealth management solutions using an investment platform. They hold your cash in trust. We DO NOT hold client money.

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