Pensions and Investments


A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement. But, as we are now, generally, living longer, state and employer pensions may not provide you with the level of income required once you are retired, so it is advisable to take out a separate personal pension.

Pensions used to be very simple. However, over the years they have become very complex due to the types of pension and many options now available.

All pensions enquiries will be referred to our commercial partners at Lakeside Wealth Management who are experts in this field and will be able to help you review your individual circumstances and advise you on the most suitable options available, regardless of your age and term to retirement.


Getting your money to grow and work hard is not easy in today’s ever-changing and challenging market. Low interest rates, inflation, tax and investment risk are crucial areas to consider when making any investment. Generally speaking everyone wants investments which are safe, and which offer high returns. Unfortunately this ideal combination is rarely, if ever, available.

All investments enquiries will be referred to our commercial partners at Lakeside Wealth Management who are experienced in dealing with a wide range of investment requirements and will work with you to understand your investment goals and your attitude to risk and advise on the most suitable investment products for you.

Whichever investment vehicle or vehicles you choose to go for, you will have annual personalised portfolio performance reviews to ensure your investments are on track to meet your objectives.


Mortgages and Insurance

Personal Protection

Corporate Financial Planning

Need some advice? Call Today

Gomersal Office

Skipton Office