If you are a client acting without advice from a Financial Adviser who is Authorised and Regulated by the Financial Conduct Authority, we strongly suggest that you seek advice before establishing a pension scheme with us or making any investment or pension transfer decisions.
If you do not already have an Independent Financial Adviser, information can be obtained from www.unbiased.co.uk or telephone 0800 085 3250.
We would also like to remind you that there is a Treasury consultation on the proposed changes which runs until the 22nd January 2025.
In our latest newsletter, we cover the Treasury consultation on pension changes, celebrate one year in Ramsbottom with community highlights, and share news of Anya Edyvean’s promotion to Account Manager...
Meet Anya Edyvean - our newly promoted Account Manager
It’s hard to believe it’s been a year since our team moved into our lovely office in Ramsbottom, a charming spot in North Manchester.
We would like to remind you that the address diversion from our previous office has now ended.
Key Takeaways from Rachel Reeves' 2024 Budget: Impacts on Pensions, Inheritance Tax, and Planning for the Future.
Meet Suzanne Walker - our Technical Manager
In our latest newsletter, we’re excited to highlight cash deposit options within SSAS and SIPP, remind you about our user-friendly online portals, and introduce Suzanne Walker, our Technical Manager.
