Your money in safe hands
Our Managing Director, Malcolm Coury, is a pension specialist with over 20 years experience in structuring pension and investment solutions. Helping clients achieve their retirement goals, whether already retired or planning their retirement.
By assessing your current circumstances, retirement objectives and budget, we provide exceptional solutions using a wide range of pension products:
- Stakeholder Pensions
- Personal Pensions
- Group Pension Schemes
- Self Invested Personal Pensions (SIPP)
- Small Self Administered Schemes (SSAS)
- Executive Pension Plan (EPP)
“Pensions are misunderstood, largely due to adverse publicity in the media and personal bad experiences. If you speak to someone you can trust, who knows about pensions, they can be both exciting and rewarding. Good pension planning can provide you with peace of mind and long term security”…….Malcolm Coury
Wrap Account
We use a “Wrap Account” to hold and manage our clients' investments and pensions. A wrap account is an Internet based investment account that enables investors to view all their assets in one place and on one software platform. Within a wrap account one’s whole portfolio of pensions and investments can be analysed and quantified according to monetary value, tax treatment, product type and asset class - a genuine wealth management facility. With a click of a mouse, one is able to deal on-line, consolidate all your investments and check your portfolio 24 hours a day from one central source. For a demonstration please click on Wrap demo. The User ID is '10611249' and the password is 'password'. Please note that it a demonstration site only.
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