Contact Pensions and Wealth Planning

Contact Us

Pensions & Wealth Planning Ltd
6 Lakeside Business Park
Swan Lane
Sandhurst
Berkshire
GU47 9DN

Tel: 01252 861380
Fax: 01252 861381

Email: - General Enquiries
Email: - Request Advice or information

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If you would like advice or to seek information on any of the following issues, please tick the appropriate box and enter your details on the form below.

PENSIONS		INVESTMENT

Pensions Simplification – New Rules from 6th April 2006		Individual Savings Accounts
Self Invested Personal Pensions		Lump Sum Investments
Transfer Advice		Unit Trusts
Group Personal Pension Plans		School Fes Planning
Personal Pension Plans
Pensions for Directors		TAKING BENEFITS
Executive Pension Plans		Annuities
Self-Employed Pensions		Phased Retirement
Making Additional Contributions		Income Drawdown
Stakeholder Pensions		Pension Options at Retirement
Group Money Purchase Plans		Investing for Income Drawdown
Final Salary Schemes
Small Self Administered Schemes		PROTECTION
Contracting – Out of S2P		Group Salary Continuance (PHI)
Pensions – The Cost of Delay		Group Death-in-Service
		Private Medical Insurance
TAX PLANNING		Income Protection
Inheritance Tax Planning		Critical Illness
Investment Bonds (Onshore or Offshore)		Life Assurance
BUSINESS PROTECTION
Keyman Protection
Shareholder/Partnership Protection

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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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