As Independent Financial Advisors, our approach is to study the whole of the market, to see where you pensions are best positioned. Pensions in different places can lead to the performance not being monitored efficiently, but also incurs additional costs. Contact us to discuss amalgamating your pensions. Our advisors can discuss transferring your pensions so they outperform, what the average pension schemes provide.


If you need a Pension Scheme implemented for your employees, under the new Auto Enrolment legislation, please contact us. We work closely with you to ensure that you are compliant with the latest legislation.

Self- Employed

To implement a self-invested pension plan with Momentum Investing which offers flexibility and a diverse range of funds, please contact us. Under current Inheritance Tax legislation, pensions can currently play a considerable role in effective Inheritance Tax Planning.