Pensions

Wealth Planning

Pensions & Wealth Planning Ltd provide specialist independent advice in the following areas:

Pensions for Individuals

Pre-Retirement Planning, Post Retirement Planning, Self Invested Personal Pensions (SIPPs)

Corporate Services

Company Pension Plans, Advice to Pension Plan Members, Business Protection Insurance

Savings and Investments

ISAs, Lump Sum Investments, Regular Savings, Bonds, Unit Trusts/OEICs, School Fees Planning

Estate Planning

Inheritance Tax Mitigation, Trust Planning

Protection

Life Assurance, Income Protection, Critcial Illness Cover

Pensions & Wealth Planning Ltd (Company No.6296812 registered in England) is authorised and regulated by the Financial Services Authority. FSA No. 470789.
Head and Registered Office: 6, Lakeside Business Park, Swan Lane, Sandhurst, Berkshire GU47 9DN.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers in the UK.

The Financial Services Authority does not regulate taxation & trust advice, estate planning & will writing.

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