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We provide financial advice to both private individuals and corporate organisations.

We are Independent Financial Advisers which means we access the whole market rather than recommending the products of just one firm.

We provide advice in all areas of financial planning, with the exception of mortgages. This includes life assurance and investment/wealth planning. However, our speciality is providing advice in the area of Pensions. We chose to specialise in this area due to having a special license that enables The Pension House to give advice in the area of defined benefit pensions and we feel this sets us apart from general financial advisers.

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Pension assessment

This is where we carry out an assessment of your existing pension plan/s and forecast your benefits to retirement. We will then be able to advise whether you have sufficient savings to meet your needs.

Let's retire

Are you ready to start taking your pension benefits? We can help you to understand and consider all the options available to you at retirement and steer you through the process and help you choose the most suitable option.

Workplace pension

Struggling to attract and retain the right staff? Finding it hard to ‘talk pensions’ to your employees?
We can provide a scheme review and audit as well as helping you to communicate the pension scheme.

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Guiding and advising clients is our passion

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