Pension & investment advice

Whatever your financial situation and goals, our independent pensions and investment adviser associates can offer you advice on the pensions and investment option that’s right for you.

LET'S TALK
Pension Icon

Personal Pension

Prepare for your future and ensure you’re in the best financial position possible after work with a personal pension plan that’s affordable and built around your unique needs.

Stakeholder Pension Icon

Stakeholder Pension

Looking for a more flexible and tax-efficient way of saving for retirement? We can provide you with more information on stakeholder pensions, how they work and the benefits.

Company Schemes Icon

Workplace Pension

Employers have to offer a workplace pension scheme by law. But this doesn’t mean you have to opt in. Our advisers can offer you impartial advice on the best solution for you.

Plan for your future, today

Whether your retirement is years away or just around the corner, it’s a good idea to plan your finances ahead of time to ensure you’ll have the income you need to enjoy the lifestyle you want.

The choices you make now will affect the income you receive when you reach retirement. Therefore, it’s essential to consider your goals and to receive expert financial advice in this often-complex area.

Our trusted associates can work closely with you to build you a full retirement plan incorporating tax planning, investment and long-term budgeting. They can also monitor your finances on a regular basis and adjust them accordingly to ensure you're in the best possible financial position at retirement.

FIND OUT MORE
Business Protection Icon

Expert financial advice

Here at Properly Protected, we only work with reputable, Financial Conduct Authority (FCA)-authorised partners.

Tailored advice

Our adviser associates get to understand you and your unique circumstances to provide you with independent advice and the best financial plans to suit your requirements.

Expert financial advisers

With decades of combined experience, our trusted associates are highly experienced professionals that can offer you the most comprehensive financial advice on the market.

FCA authorised

Our pensions and investment associates are regulated by the FCA, ensuring they always offer honest and effective advice so that our customers always get a fair service.

Contact us

Contact us today and our pensions and investment adviser associates will be in touch to discuss your requirements.

 

This service is available via our pension and investment associates.