Independent Financial Advisors (IFA) in West Wickham, Kent



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BR - Bromley

The Financial
Consultancy

Forum Wealth
Management
Planning Limited

Peter Neal Pensions

Ernest Noad &
Associates Ltd

Guildhall Financial
Management Ltd

Evolve Financial
Planning

Peter Neal Pensions
Address: 4 Ravenswood Crescent, West Wickham, Kent, BR4 0JJ
Telephone: 020 8777 6777
Fax: 020 8777 1111
E-mail: Enquiries@PeterNealPensions.co.uk
Visit our Web Site: www.peternealpensions.co.uk

Contact: Peter Neal

General information
Providing pensions advice including transfers between different pension schemes. Our services are based on a G60 qualified transfer specialist registered with FSA (CF 24) to conduct transfers. Peter Neal Pensions also undertake investment management specialising in managing portfolios for income in retirement, not only through pensions but all other investment mediums as well.

Peter Neal Pensions are registered to provide advice on the following.

Transfer Analysis from final salary and occupational pension schemes.
Reviews of directors pension arrangements including SIPP and SSAS.
Property purchase through pension funds.
Pension and divorce splitting (or earmarking) calculations as part of legal process.
Pension and divorce full processing of case.
Income Drawdown services including transfers from final salary to Drawdown.
Section 32 buy-out plan reviews.
Full client pension reviews by written report.
Setting up bespoke SIPP/SSAS plans
Full pension case processing services.
Compliant file services for case retention by introducing IFA.
Full investment management services for Drawdown and Phased/Drawdown provided.

The service we provide falls into three main parts: -
Personal Financial Planning: involving an examination of your needs and objectives by conducting a review of your financial position and future plans. This may highlight a requirement for a particular area, for example, investment or Inheritance Tax planning, or a particular strategy.

Research: we research the market place and recommend a company or service that will provide a solution best suited to your needs. When a recommendation is made, the specific reasons for selecting the product type and the product provider are clearly stated in the recommendation section below.

Investment Management: we provide specific advice regarding the choice of investment and the type of investment that may suit your given risk profile. Different types of investment and strategies require different risk profiling. This is a service provided in agreement with and by consultation with our clients, whilst we provide experience and research in choosing suitable investments.

Registered office as above
Registered in England
Limited Liability Partnership Company Number OC305023

Fee or commission based Independent Financial Advisers

Peter Neal Pensions is an appointed representative of IN Partnership the trading name of The On-Line Partnership limited which is authorised and regulated by the Financial Services Authority.

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