South Inch Business Centre
Shore Road
Perth
PH2 8BW
My specialism is in retirement advice for those saving for retirement and those approaching retirement.
The earlier you start planning for your retirement the better, I have met with client in their 20s, 30s and 40s, who are beginning to think about what they need to save for their retirement or are questioning whether they are saving enough into their workplace scheme or private pension.
I have also met with clients who are in thier 50s and beyond, that are looking to find out about the options available for income or already have an income but worried if there pension income will be sustainable.
I can forward plan and illustrate what your future could be like and find out if your retirement will be how you expect it to be and find out if you will be able to maintain your lifestyle into retirement.
Ask me about my reviews, charges and experience, I am happy to share my reviews with you from existing clients.
We do not advise on final salary schemes directly, however, we can arrange an introduction to one of the trusted pension transfer specialists on our panel.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
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Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.