Fixed Fee Interview
One hour meeting in the office to discuss any aspect of pensions and this might include:
Talking about a particular problem and where to go for help (what Citizens advice could do for you if they dealt with people in business and had 30 years experience of pensions)
Help completing or understanding complex forms
2nd Opinion on something you are considering
Review of an existing policy or pension scheme
Help deciding which option to choose when making your mind up
Comparison of open market annuity options
Registering a Pension Scheme online with HMRC
and so on
Charge £125 (no VAT) for the first hour
Ring 01275 844 844 for an appointment and bring all your paperwork with you.
