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Pensions
First Place Financial Ltd is run by a team with over 18 years experience in the insurance industry bringing you the benefit of our experience. We are authorised and regulated directly with The Financial Services Authority. We are therefore totally independent financial advisers. We specialise in being able to advise you on all aspects of retirement planning, pension provision, reviewing your current pension plans plus advising on Pension Drawdown and Annuities. We also deal with other areas of investment such as ISA’s, ISA and PEP transfers plus Investments such as investment bonds.
We embrace technology and aim to utilise the best on line systems available to provide you with a second to none service. As these become available we will review them and utilise them on this website only if they are a benefit to us and our customers.
We aim to provide you with hands on fund management of your investments via our website link in order that you may make your own investment decisions. Once you are a client you will be able to log in to our system and track your holding (s) as often as you want. In order to help you we provide up to date fund information so you can track funds and research before making an investment decision.
