Delivering a totally unique experience, that is both local and truly personalised.
Offering you the security and peace of mind that can only come with being backed by a FTSE 100 listed company.
Do you want to talk about Pension Planning, Retirement Planning or your Investment Planning needs?
I was given Tim’s details as a recommendation. I cannot thank him enough, the service was highly professional. Tim was able to answer the many questions I had about starting a pension and ISA backed up by data/graphics in a way that helped me understand the information. I wouldn’t hesitate in recommending Tim to anyone in need of financial advice.
My husband and I have met with Tim several times to sort out our pensions etc. and he has been most helpful and patient with us, always happy to explain anything you don’t understand. We wouldn’t hesitate in recommending Tim and the firm to anyone looking for financial advice.
We were pretty confused about our retirement and needed help understanding our pension paperwork, but suddenly made sense after our meetings here. We were advised not to do anything as our existing pension providers were able to give us what we needed. We were not charged a penny for this help, despite having three meetings at their cost. A lovely intelligent and well qualified team, and they make great coffee!
After receiving details of my transfer value from my defined benefit scheme, I approached Tim for advice on the suitability of a transfer to a defined contribution arrangement. Tim provided detailed information on the pros versus cons of transferring and kept me informed at every stage of the process, along with giving me a clear description of SJP’d very active fund management. Highly recommended for someone considering a transfer, as both Tim and SJP are very good thorough in determining whether a transfer from a defined benefit scheme is in your best interests.
Knightwood Court, Mead Road, Bristol, BS34 8PS