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Peter Neal Pensions LLP

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Peter Neal Pensions LLP

Overview:

e are able to provide advice on the following.

   Professional peopleTransfer Analysis from final salary pension schemes.
   Reviews of directors pension arrangements
   Commercial property purchase through pension funds.
   Pension and divorce splitting
   Pension and divorce transfers
   Income Drawdown
   Section 32 buy-out plan reviews.
   Full pension reviews by written report.
   Setting up bespoke SIPP plans
   Full investment management services for Income Drawdown, Phased Drawdown and Flexible Drawdown.

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 of our report.
   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.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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