 |
| “There’s just not enough information available out there to help me to plan how I take my pension.” Does that sound like your experience? Are you missing out on the latest remarkable advances which allow you to plan your retirement income around your own needs? We are very aware that there is a huge lack of information to help people plan how they can plan their income at the point they retire. This area of personal planning has taken immense leaps forward in recent years and many people are missing out on some very exciting innovations. That is why we have created this site. We want to provide you not only with the information to arm yourself to make the right decisions, but also to be able to access your own experienced professional advice team to guide you through. That is why we have created our step-by-step retirement income options process to guide our clients to the most appropriate choice for them. Within the site you’ll find a number of the most frequent questions we come across and the answers to them. Call Us to find out how our step-by-step retirement income options process may be able to help you arrange the best income solutions for you. However, these may not address your own individual circumstances. So, we have created our e-Books to give you more of a feel for the options which are available to you. Some people like to get the background before they speak to an adviser (in which case please download the e-Book), others prefer to have an adviser on hand from the start. Call Us to find out more about our e-Book. Who are we? We have put together a strong and dedicated team based in Oxford, with over 25 years experience to advise our clients. This enables us to provide you with your own adviser, technician and administrator, to ensure that you receive the highest level of service at all times. We place a high degree of emphasis on the use of technology to enable us to provide an accurate and reliable professional service to our clients. How do we do it? No advice – make sure you get information before you leap! There are some people who, for one reason or another, do not require advice. However, this area has so many potential pitfalls that it does pay to at least make yourself aware of your options before you buy. That’s why we have created our e-Books. These will explain to you in simple, understandable terms the options available to you. Don’t buy an annuity without it! We have found that providing a wealth of information in such an easily understandable format, people then prefer to use us as their advisers to get the whole thing arranged properly. Advice We can provide advice in two ways; face-to-face or remotely over the phone or video link. This service enables you to establish a rapport with your personal adviser who will be guiding you through our step-by-step retirement income options process. Greener Financial Advice We are constantly reviewing our processes to ensure that we, as a company, have as little impact on our environment as possible. We rely on email wherever possible to communicate with our clients, to cut down on our paper use. Our website also helps to reduce our environmental impact. We have become increasingly concerned by our emissions impact through our corporate car use and have been searching for alternative methods of providing our services to clients. We have found that using video links through Skype has been very popular with clients. In return for the greener means of meeting our clients, we are happy to provide a 10% fee reduction to those clients who welcome that approach. By holding our client visits via a video link our petrol and diesel use has reduced considerably | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
