Hi, I'm Paul.

We are a Fee based Independent Financial advice practice specialising in:-

• Pensions from advising on existing pensions or setting up a new individual scheme to buying a commercial property with your pension fund or setting up or winding up a company pension scheme
• Pension and divorce advice
• Trust and Inheritance Tax planning from setting up a trust fund to doing annual trust returns to advising on ways to mitigate an inheritance tax liability
• Long Term Care - we are members of 'Symponia' a national group for specialist long term care advisors advising on how to fund for care costa now and in the future
• Equity Release - from a lifetime mortgage to a home reversion plan, we can take you through the options available to recommend the best route for your particular circumstances

Personal Investment Partnership Ltd is
authorised and regulated by the Financial Services Authority.