I used to work at Endsleigh in the E.F.I.T team as a financial adviser from 2006 until 2015 and was responsible for advising clients and Endsleigh Staff Members on pension planning and investment planning.

Specifically, I provided qualified advice on the following Endsleigh Staff (Defined Contribution) Pension Schemes:

• Endsleigh Staff Pension Scheme (A Group Stakeholder Plan formerly administered by Friends Provident).
• Endsleigh Staff Pension Scheme (Now administered through MyAviva – Ex Friends Provident).
• Zurich ECashbuilder, which became Zurich Money4Life and is now Scottish Widows ECashbuilder.

And the following Endsleigh Staff Pension scheme:

• Endsleigh Insurance Services Ltd Pension and Assurance Scheme Ltd (Also known as ZPEN or Zurich MoneyBuilder) 

I have personally been a member of ALL the schemes named above and have extensive knowledge of the scheme rules, funding position and retirement options offered by each of the schemes.

You may require a review of ALL your pension schemes and are looking to obtain a retirement capital and income forecast or nearing retirement and considering what retirement options are available and are the most suitable for you.

Whatever stage of life you may be at, a personal one to one financial review can ensure that your finances are arranged in such a way that they are working towards your future priorities both in the short term and beyond.

I offer my clients a specialised and personal service that is rarely seen in today’s financial market place. I take time to really get to know my clients and understand my clients’ current and future needs and aspirations before offering advice. This explains why many of my clients come from personal recommendations.

If you would like to speak to me about a retirement planning review, please use the tabs at the bottom of the page and I will be in contact within 48 hours.