We've been advising staff at Universities and Colleges since 2001.
100k
Customers
45
Financial Advisers
2001
Year Founded
Retire on Your Terms
If you're like most people, you're probably working towards a retirement based on your state pension age. It doesn't have to be this way. Planning your retirement early will give you more control over when you retire and how much you have to live on in retirement.
Start by reviewing your existing pension plans with an adviser. And build a credible plan for your savings and investments that accounts that achieves the future lifestyle you want. Take control of your retirement plans today.
“We would not have been able to have the lifestyle we now enjoy without the excellent advice we have received over the last ten years.”
Ms Garner
Expert financial advisers
Our service is two-fold, we deliver a complimentary presentation within your University and also offer a one-to-one no obligation consultation with one of our pension specialists.
All of our Independent Financial Advisers are fully adept in all areas of financial planning, with an in-depth knowledge in retirement for University lecturers and supporting staff within the industry. We specialise in providing advice on the NHS, SAUL and USS Schemes.
We offer complete financial planning, including a Cashflow analysis report, helping you to take control of your financial future.
Pensions advice you can trust
Our advisers are experts on the teachers' pension scheme and local government pension scheme. They've been advising staff at schools and universities since 2001. And advise hundred of high net worth individuals in the private sector.
Our service is two-fold, we deliver a complimentary presentation within your University and also offer a one-to-one no obligation consultation with one of our pension specialists.
Don't run out of money in later life. Take control of your retirement plans, TODAY.
We've put together a guide on the Teachers' Pension Scheme and benefits for 2020. It covers the different schemes and how your benefit calculations will impact your retirement.
Check out the teachers' pension scheme guide for more info. And if you'd like advice on how you could boost your income at retirement then book a free consultation with one of our advisers.
