Adcock Financial | pensions & investments

Financial Planning (Pensions & Investments)

Our Nottingham and Richmond-based team of expert financial planners recognise that no two clients are the same and strive to offer an individually tailored, holistic service to guide you through the financial maze.

Individual Pension Planning

Our Nottingham and Richmond-based independent financial advisors include a Chartered and Certified financial planner. All our advisers ensure you get the very best advice in terms of personal pensions and self-invested schemes.

Personal and Company Pension Schemes

Whether you are looking for a personal pension scheme including self-investment products or, if you are a director, a company pension scheme for your employees, we can recommend the best pension scheme for your needs.

For investors holding over £200,000 in pension funds a consideration of self-investment options may be attractive and our team of pensions experts are on hand to advise you in this specialist area.

Life and Health Assurance

Unexpected events can lead to serious financial consequences at a time when we least want to think about paying bills. Our Nottingham and Richmond-based expert financial planners can recommend the best life assurance and health assurance products to suit your situation and lifestyle, giving you peace of mind over mortgage payments, medical costs and financial support for dependents.

Savings and Investments

When it comes to getting the best interest rates and tax-free investments, Adcock’s team of independent financial advisors can help you identify the savings and investments that will deliver the optimum wealth management solution for your future plans.

School and University Fees Planning

When it comes to planning for school and university fees, our Nottingham and Richmond-based expert financial planners can help you to draw up a tax-efficient investment strategy to maximise available funds, reduce overall costs and protect school and university fees in the event of illness.

Estate Planning & Wealth Management

We have experts on hand to help you to get the most from your estate planning and wealth management. Please see the relevant web pages on the left for more information.

How to find out more

To find out more about how we can help you with your financial planning or personal wealth management, contact our Chartered and Certified Independent Financial Advisers at our Ravenshead office in Nottinghamshire on 01623 490120 or our Richmond office in Surrey on 02089 732410.