Welbeck Group

Pension or Retirement

We provide you with clear, impartial information on how pensions work, how to look after your family’s interests and the tax benefits you can achieve. We can enable you to be confident about decisions on your future, help you understand what benefits you’re entitled to, and determine the level of income you want at retirement - whether you’re employed or self-employed. And if you already have a pension plan we can evaluate your current arrangements to provide you with peace of mind.

We offer advice in the following areas:

  • Stakeholder Pensions
  • Personal Pensions
  • Additional Voluntary Contributions (both in-house and free-standing)
  • Self-Invested Pension Plans (SIPP)
  • Small Self-Administered Schemes (SSAS)
  • Retirement Annuity Contracts (RAC)
  • Executive Pension Schemes
  • Managing Retirement Benefits from Previous Employers

 

Services offered

Consulting
Consulting

Financial Services Company that can help you protect and increase both your existing and future financial well being.

Solutions
Solutions

Helping high net worth individuals and sophisticated investors be as tax efficient as possible.

Mortgage
Mortgage

For all your mortgage needs including first time buy,buy to let and re-mortgage with a regular review process.

Business
Business

Helping you with all you business finance from start-up through to sales and acquisitions.

Independent
Independent

With access to the whole of the market we can source products that compliment your existing financial planning package.

Welbeck Independent LLP is an appointed representative of 20Twenty Independent Ltd, which is authorised and regulated by the Financial Services Authority.