What We Do
Find out more about the services we offer.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved.
Here, we explain why pension planning is so important, and describe some of the options available to you.
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: -
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.
For example, we have helped people specifically in relation to their life assurance needs following either marriage or, more usually, the birth of children.
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.
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 Financial Advisers, James Watts and Bill Glebioska, have a combined experience of over 70 years in the financial services industry, predominantly as advisers to a broad range of clients.
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.
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