About Peter Neal Pensions
We have been helping individuals and families protect and grow their wealth since 2004. We are wholly independent and believe in creating long term relationships through a highly personalised service. We aim to be a trusted guide, available to talk to, and identify ways to help you meet your goals.
We are specialists in providing advice in the following areas:
Retirement Planning and Wealth Management
Investment Advice
Specialist Pension Advice on Pensions
Inheritance Tax Planning
Life Assurance and Income Protection
Equity Release and Lifetime Mortgages
Pension and divorce splitting
Pension and divorce transfers – we are a PODE (Pensions on Divorce Expert)
Income drawdown
Section 32 buy-out plan reviews
Full pension review written reports
Setting up bespoke SIPP (self-invested pension plans)
Full investment management service
Commercial property purchase through pension funds
We have been helping individuals and families protect and grow their wealth since 2004. We are wholly independent and believe in creating long term relationships through a highly personalised service. We aim to be a trusted guide, available to talk to, and identify ways to help you meet your goals.
We are specialists in providing advice in the following areas:
Retirement Planning and Wealth Management
Investment Advice
Specialist Pension Advice on Pensions
Inheritance Tax Planning
Life Assurance and Income Protection
Equity Release and Lifetime Mortgages
Pension and divorce splitting
Pension and divorce transfers – we are a PODE (Pensions on Divorce Expert)
Income drawdown
Section 32 buy-out plan reviews
Full pension review written reports
Setting up bespoke SIPP (self-invested pension plans)
Full investment management service
Commercial property purchase through pension funds
The services we provide fall into three main sections
Personal Financial Planning: involving an examination of your needs and objectives by conducting an in-depth review of your financial position and future plans and conducting a risk profiling exercise.
Research: researching the whole of the market and recommending a company or service that will provide a solution best suited to your needs.
Investment Management: Providing specific advice regarding the choice of investment and type of investment to match or suit your risk profile.