About Pensions and Wealth Planning

About 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.

Pensions & Wealth Planning Ltd was set up on 1st September 2007 in Sandhurst. In October 2010, we joined forces with Chadney Bulgin LLP, a firm of Chartered Financial Planners based in Fleet. The consultant and administrative staff have moved to Fleet to be part of this enlarged team.

Chadney Bulgin itself was founded in 1993 and has grown to be one of the leading advisory firms in the South East of England. They provide financial advice in a wide range of areas including pensions, wealth planning, investments and mortgages. For full details of their range of services, just visit www.chadneybulgin.com