Pensions and Financial Adviser in Leeds - Pensions and Investment Partners LLP

"I have trust in the company and their advice. They have never let me down in 16 years of handling my financial affairs."

"Previous experience was always positive. Service has always been excellent."

Welcome to Pension & Investment Partners LLP

Pensions & Investment Partners LLP are able to offer clients a full range of independent financial services including pensions and savings advice in the Leeds area. This service provides professional and impartial advice to both corporate and private markets.

Address
Suite 3, Realtex House,
Leeds Road,
Rawdon,
Leeds,
LS19 6AX

Tel: 0113 202 9529
Fax: 0560 114 0528

Email Us
bernard@pipllp.co.uk
gareth@pipllp.co.uk

By choosing Pensions & Investment Partners LLP you will recieve an individual bespoke solution to meet your individual needs. Our process of consultation and review is designed to provide a thorough and analytical review of your financial needs prior to offering detailed and select solutions.

As Independent Financial Advisers we are required by our Regulator, The Financial Services Authority, to adhere to a “Statement of Principles”, of which there are 11. We are committed to running our business in accordance with these Principles.

This involves building up your pension fund pre-retirement, leading onto the very important later stages of at retirement and post retirement planning.

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This incorporates all types of employer sponsored pension arrangements covering Directors, Executives and Employees. Business protection insurance also comes under this heading.

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We advise on all types of regular savings plans and lump sum investments, including ISA’s, Unit Trusts, OEIC’s, Insurance Bonds etc. School fees planning also comes under this heading.

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This is all about minimising or eliminating the potential Inheritance Tax liability on your estate.

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Personal and family protection via life assurance, Income Protection Insurance and Critical Illness Insurance.

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An A to Z of Services / Product Types

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Trading and Registered Office Address: Suite 3 Realtex House, Leeds Road, Rawdon, Leeds LS19 6AX. Tel 0113 202 9529 Fax 0560 114 0528
Pension & Investment Partners LLP is a Limited Liability Partnership Registered in England and Wales,Partnership No. OC323236 and is
authorised and regulated by the Financial Services Authority. FSA No. 459533

All of the information contained within this website targets clients based in the UK for tax and regulatory purposes

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Individual Pensions in Leeds ~ Corporate Services in Leeds ~ Savings in Leeds ~ Estate Planning in Leeds ~ Financial Protection in Leeds
Corporate Pensions in Leeds ~ Investments in Leeds ~ Pensions in Leeds ~ Financial Adviser in Leeds ~ Financial Services in Leeds