Yes. We can help you plan how to take money from your pension tax-efficiently. We will consider this alongside your wider financial circumstances and retirement plans.

Yes. We can help you review multiple pensions and consider whether bringing them together is appropriate for you. Any recommendation will form part of our wider assessment of…

We can advise on some occupational pensions, depending on the type of scheme you have. We do not provide advice on defined benefit schemes.

Yes. We provide advice on personal pensions. We can consider your pension arrangements as part of your wider financial plans and goals.

No. We do not provide advice on equity release. If this is the specific advice you require, it is not an area we advise on.

We do not provide mortgage advice ourselves. However, we can introduce you to a trusted mortgage adviser who can help you.