What We Do
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About Us
Welcome to DC Pensions & Investment
This firm has always, and will always, put the client first. From its inception, we have always 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 providing advice to new client enquiries and recommendations.
Therefore, we would be delighted to help clients in any number of ways, including: -
Investment Planning
We would provide advice and guidance for a suitable investment strategy, that would include utilising your ISA allowances & 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 recommendation in order to meet their retirement needs, objectives and goals.
Full Financial
This is where we look at the client’s entire affairs and put 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 probably 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 & Andrew Meakin, have a combined experience of over 100 years in the financial services industry. James & Andrew provide ongoing advice and Bill provides our compliance oversight.
We hope this general overview gives you an idea of how our firm operates. However, because all clients are different, any specific thoughts and recommendations will always be bespoke to that individual client.
Get In Touch
Main Office
Ashford Road
Harrietsham,
Kent
United Kingdom