DC Pensions & Investment Ltd

Welcome to DC Pensions & Investment

This firm has always, and will always, put the client first. From its inception, we have operated on the basis of a fee, agreed with the client, before any work is undertaken.

We see our role as providing ongoing advice to our existing clients and advising new client enquiries with tailored recommendations.

Therefore, we would be delighted to help clients in any number of ways, including:

Investment Planning

We provide advice and guidance on suitable investment strategies, that would include utilising your ISA and Capital Gains Tax allowances, in order to ensure that your investment portfolio is as tax efficient as possible. Any recommendation or review would be in line with your approach to investment risk and your objectives.

Protection Planning

For example, we have helped people specifically in relation to their life assurance needs following either marriage or, more usually, the birth of children.

Pension Planning

An example of this would be where we are tasked with reviewing a client’s existing pension provision and making specific recommendations in order to meet their retirement needs, objectives and goals.

Full Financial Planning

This is where we look at the client’s entire affairs, putting together a financial plan for them to follow.

Company Financial Planning

This is an area where we can provide tailored advice. We assist companies in all aspects of financial planning, from the simplest group life assurance, through to the more complex areas such as director pension advice, shareholder protection and company investments.

Ongoing Review Service

We feel that putting together these plans is less than 50% of the full task. The most important part of any financial plan is its ongoing review. Our directors, James Watts, Bill Glebioska and Andrew Meakin, have a combined experience of over 100 years in the financial services industry. James and Andrew provide ongoing advice and Bill provides our compliance oversight.

As all clients have different circumstances, any specific analysis and recommendations will always be bespoke to that individual client. We hope this overview gives you an idea of how our firm operates.