Protect Preserve & Prosper

Pension Services

Protect, Preserve & Prosper provides Independent Financial advice on Pensions and ways to build up assets for use when you retire in North Shropshire, North Wales and the surrounding areas, most of our clients live in Whitchurch, Wem, Malpas, Ellesmere, Oswestry, Nantwich, Market Drayton and Shrewsbury. 

 

We understand that finding the right adviser can be a daunting and confusing process so we aim to make it as straightforward as possible.

 

Our Independent Pension Advice services are surprisingly personal, we are happy to have an informal chat over the telephone about your Pension needs or concerns, and we are as keen to make sure we can help you, as you are to find the right adviser.

 

Whether you’re just starting your Pension planning, considering making further contributions, need advice on Pension investment or tax strategies or simply want to check that what you have so far remains appropriate for you in terms of  what its invested in, what your charges are and critically, after the pension rules changes in 2015, what happens to it if you pass away early, we are confident we can add value as well as peace of mind.  

 

The range of rules, regulations  and options available with pensions can seem daunting and because of this they are often misunderstood and frequently under used by many people. 

 

Our view is that a little understanding goes a long in helping you making the right decisions.


Our services are aimed at helping you understand why you a particular solution, is most appropriate for you but equally why others are not quite right for you personally.

 

The recent rule changes have made pension products  products far more user friendly during your lifetime, but also extremely tax friendly should you pass away.


Reviewing existing Pensions with our Repair or Replace service is a very common and popular service we provide. 

 

We are professional, friendly, approachable and happy to answer any questions you may have without obligation.  

 

Our aim is to become your trusted adviser. 


The value of your Pension can go down as well as up and you could recieve back less than you invested.