Pensions remain one of the most tax efficient ways of investing and preparing for retirement. If you want to look at your own pension arrangements or find out about the possibility of providing pensions for your employees, we can help. Whether you are a business owner, employee or self employed, we can provide pension advice Halifax on all aspects of pension planning from Stakeholder Pensions to Annuities.

We offer independent pension advice Halifax to cover all your financial needs including pensions, investments, life and critical illness insurance and mortgages.

Whatever you want to discuss, you can either email Damian on the links above or call 07912 076990.

Look forward to hearing from you!

Mortgages – We offer whole of market mortgage advice for the Halifax area. In addition we charge no broker fee. Mortgages we can help with include Buy To Let, Commercial, First Time Buyers, Remortgages, Purchases etc.

Pensions – Whether you are new to pensions and are looking to start regular contributions or whether you have had a pensions and need a review. We offer reviews where you can assess your existing arrangements and get suitable recommendations on there performance and charging structure. Pensions will be referred to a suitably qualified adviser.

Investments – Areas of help include ISA reviews, PEP and TESSA transfers, Investment ISAs, Bonds, Unit Trusts, Venture Capital Trusts etc. Investments will be referred to a suitably qualified adviser.

Insurance – If you just need a quote on Buildings and Contents we can help. Or if you need family or income protection we offer a full range of life insurance products. Covers available through your Halifax financial advisers include Term Life Insurance, Critical Illness Insurance, Family Income Benefit, Income Protection Insurance (permanent health insurance) as well as many other types of protection.