About Pensions and Wealth Planning
01252 861380About Us
Pensions & Wealth Planning Ltd provides independent advice to companies, directors, partners, employees and self employed individuals.
At Pensions & Wealth Planning Ltd, we employ specialists not sales people. We are committed to delivering outstanding customer service and aim to establish a long term relationship with all of our clients.
Our consultants are qualified to the highest industry standards and are specialists in the fields of individual and company pensions planning, as well as personal investment, Inheritance Tax planning and protection.
All of our consultants are qualified to advise on pension plan transfers including final salary scheme transfers.
We are usually paid for our advice and services on a fee basis. However, we accept that there is a need for flexibility and that some clients will prefer us to be paid by commission, or have commission offset against fees.
Historical Note. The Sandhurst office of The Pensions Partnership (the Southern Division) was acquired by Pensions & Wealth Planning Ltd on the 1st September 2007.
Paul Rylatt, Managing Director of Pensions & Wealth Planning was a founding partner of the original firm, The Pensions Partnership when it was established in May 1995. All the consultants and staff have transferred from The Pensions Partnership (Southern Division) to Pensions & Wealth Planning and existing clients of The Pensions Partnership (Southern Division) will now be looked after by Pensions & Wealth Planning Ltd.