We have a selection of financial user guides for your reference. Please email firstname.lastname@example.org and we will forward copies.
Retirement Planning Developing strategies to accumulate wealth in
order for you to enjoy your retirement years.
SIPP Guide Building up your pension in a tax-efficient wrapper and remaining in control of your investments at all times.
Wealth Management Creating, Growing, and Preserving your wealth.
IHT Planning Passing on more of your wealth to your family.
Income Drawdown Managing and growing your retirement income.
Pension Transfer Managing and controlling your pension assets.
Protection Protecting your family and/or business partners against the financial consequences of death or serious illness.
Complaints "A summary of our internal complaints handling procedures for the reasonable & prompt handling of complaints is available on request & if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 567."