Financial Advisers (Independent) in Lichfield
33 Market Street
Lichfield
Staffordshire
WS13 6LA
Spires Independent Ltd: 0154362... 01543624426
Landline: 0800 07... 0800 072 55 92
Lee Clarkson: 0800 07... 0800 0725592
Fax: 01543 6...
Monday to Friday: 9am - 5pm
Saturday: Closed
Sunday: 9am - 5pm
As Independent Financial Advisers, we are free to advise on financial products available from all product providers. We use advanced software to research, compare and select the most suitable products and services currently available. Combined with our technical expertise and experience, this enables us to deliver financial solutions which are cost-effective and maximise the potential benefits to our clients.
Puzzled about Pensions? We are specialist in the Retirement Market, We will show you how much you can expect to receive when you Retire, We can help you to release your tax free cash and understand your options at retirement.
If you are sitting at home with multiple pension policies and you are confused as to what they are and what they do, then we as Professional Independent Pension Advisers can advise you on how to reduce the charges that you pay ultimately increasing the level of income that you can expect to receive when you retire.
Our Advisers are all registered with the Financial Conduct Authority and are available to meet with you at your workplace or in the comfort of your own home.
As an added incentive we at Advice on Pensions will cover the cost of the Advisers first meeting with you.
You will get our help to review your current and projected financial situation leading to a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us – the first consultation is free. There's no charge, and no obligation while we find out how best we can work together.
Depending on your instructions we will carry out a more detailed needs analysis based on your current situation, and taking into account any specific plans and for targets you may have. We will then advise you, regardless of whether your objectives are specifically short term or perhaps long-term like planning for retirement.
Professional Independent Pensions Advisers, dedicated to helping you in relation to your retirement planning, from unlocking/releasing your tax-free cash to your income options in retirement.
06/04/1998
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Friendly and very helpful, Thank you. Being an extremely busy professional person,I find it hard to spend the time looking after my financial affairs, I neither have the time or the energy to pay attention to all the jargon and rule changes that seem to happen on a daily basis, and luckily I have the support of a Professional Pensions Adviser with a dedicated relationship with both an Adviser and with the support staff. So I can concentrate on the stresses of my job and leave the day to day details of my pensions and investments with my own personal pensions manager. - Dr M Thomas, Worcestershire
Spires Independent Ltd
I would certainly recommend Lee. Lee Clarkson has been looking after our financial affairs for over 15 years. His advice on Pensions and Investments strategy has always been very sound and his research into suitable products is very thorough. I was made redundant in 2004 at the age of 60 and my late wife had to give up her lectureship through ill health at the same time. Lee Clarkson advised us on our income and pension strategy, which enabled us to purchase a holiday home in Spain whilst still maintaining a home here in the UK. His attention to detail is excellent and he always explains in clear terms the financial jargon that can baffle us all at times. When my wife died in 2012, Lee looked after my wife’s affairs with great sensitivity and thought. He always keeps in regular touch and will advise promptly if things need changing. He also looks after various members of my family and that of my late wife’s as well. On a personal note I would certainly recommend Lee Clarkson as your personal adviser. - Robert W, Leicester
Spires Independent Ltd
Testimonials are added by the business owner and are not independently verified.