We’re big believers that the choices you make now can have a real impact on your long-term goals. That’s why our focus is on helping you make the most of what you have today so you can get to where you want to be tomorrow.
We have been selected by Molson Coors (UK) Pension Plan to help you!
It’s all about creating a plan that’s right for you. Having a plan means that you can make the most of life after work with your friends and family. Having a plan also means your loved ones are looked after. This video will tell you a little bit more about us and how we work together to create a plan that’s right for you
When you register, we'll be in touch shortly after. We'll also ask Molson Coors (UK) Pension Plan for any other important information, saving you time.
Advice is about your best interests, not just your “financial” best interests. It’s more than just the numbers.
No matter who you are, where you came from or how you got here, we will talk to you in a way you understand so you can visualise your future when making decisions today.
Taking advice from us will ensure your values are at the very heart of your plans for the future. We will examine your personal preferences and bias in road testing your plan, ensuring it is designed to achieve what you want for you and your loved ones.
Unless you’re a mechanic, you wouldn’t service your own car and unless you’re a skilled investor, it’s prudent to get advice on some of the biggest decisions in your life. But it’s crucial that the person giving that advice understands you and your needs. We’re really passionate about that! Your plan needs to fit your hopes and dreams.
Receiving professional financial advice between 2001 and 2006 resulted in a total boost to wealth (in pensions and financial assets) of £47,706 in 2014/16.
The benefits of financial advice are potentially greater for those who we term “just getting by” than for those we consider “affluent”.
Latest research reveals that professional advice offers so much more to customers than just practical, financial benefits. It also helps to improve their emotional wellbeing by making them feel better about their money and themselves – especially in times of crisis.
Source - Feeling the Benefit of Financial Advice - Royal London 2020
You can visit our website for more information about us and how we work. Check out our videos in the “Your toolbox” section.
If you want to learn more about pensions or the advice process you can access, MoneyHelper for free and helpful guidance.
Scammers often contact people out of the blue and may offer free advice. They may also offer exceptionally high returns, but that’s not always the case! If you decide to use an alternative financial adviser, make sure you check that they’re registered here and follow the Financial Conduct Authority’s guidelines for making sure you’re dealing with legitimate advisers.