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Company Pension Review
Company Pension Review are a team of Financial Advisers and Accountants who offer experience and advice with regards to Company Pension Schemes.
Our objectives are as follows;
- Ensure employers are aware of the new Pension Reform Legislation being introduced in 2012 and offer advice on how to prepare their business.
- Review existing company pension schemes to ensure they are as cost efficient for the employer and the scheme members.
Our team of Pension Advisers are highly qualified Independent Financial Advisers, working for a Chartered Financial Planning firm, AISA Professional.
For more information regarding our experience and qualifications please visit our about us page.
To book an initial telephone discussion with an adviser please contact 0843 3179569 or complete the request form on the right hand side of this page.
Or write to us at:
Geordie Bulmer - Independent Financial Adviser - BA(Econ) DIPPFS
AISA Professional
Unit 4 Fordbrook Business Centre
Marlborough Road
Pewsey
SN9 5NU
AisaProfessional is a trading style of AisaDirect Ltd, an Independent Financial Adviser authorised and regulated by the Financial Services Authority. 4 Fordbrook Business Centre, PEWSEY, Wiltshire, SN9 5NU Registered in England: 3621676
Request information?
We are independent and only recommend UK's leading Life offices
Review the Estate Tax payable on death and assess options to reduce this where possible
- We can book an initial telephone appointment with an independent adviser who will review your circumstances and suggest whether action should be taken.
- An estate tax solution will only work if taken at least 2 years before the client passes away. Review your situation sooner rather than later.
Why speak to Estate Tax Review
- Our team of highly qualified independent financial advisers were awarded the Money Marketing Inheritance Tax planner of the year 2010 and work for a Chartered Financial planning advice firm.
- We have advisers throughout the UK and meet with clients at their preferred location, either at our offices of at their home address.
- The cost of our advice and ongoing service can be paid by fee or on a commission basis depending on clients preference.
- We aim to avoid using technical jargon when discussing an Estate Tax strategy as some terms are complicated and could confuse some clients. Our advisers look to ensure clients and their families fully understand their situation and the potential recommended solution.
Contact Us
If you have any questions or need help or guidance please call 0843 3179569