When an ‘off the shelf’ solution won’t cut the mustard, even savvy clients and professional advisers need a little help finding the ideal pension arrangement. This is where we come in.
Let’s be clear, we aren’t financial advisers. But we are able to offer guidance on the ‘can and can’t’ while leaving the ‘should or shouldn’t’ to others. In this way we can help clients and professional advisers navigate their way to a well deployed, fit for purpose pension scheme. (And when you consider that self-invested retirement plans and products, can often be highly complex, it’s no wonder!)
We have a proven track record of identifying and highlighting investment obstacles that haven’t been spotted yet, as well as addressing those that are more obvious. So, if you have a client in need of a degree pensions expertise that extends beyond your resources, get in touch; our technical consultancy service could be just what you’re looking for.
