We serve clients in and around Coventry, providing expert financial advice in areas such as pensions and retirement planning, investments and inheritance tax planning.
With a dedicated team who specialise in working for people employed in many of the large organisations in and around Coventry, our financial advisers are able to provide an expert and bespoke financial planning service in this region. So whether you need advice on your investments or are in an occupational pension scheme with a Coventry-based employer, we can help.
Our Riverfall advisers are regular visitors to the Coventry area, as they are bring their specialist expertise to our West Midlands’ clients when required.
Several large organisations operate from the Coventry region, with many of their employees in occupational pension schemes (also known as final salary or defined benefit pension schemes).
We provide specialist advice on occupational pension schemes to our clients in and around Coventry, including employees of Jaguar Land Rover and Federal Mogul, as well as to clients further afield who work for employers such as the NEC, Hewlett Packard and Aston Martin.
It’s always worth seeking financial advice if you’re considering transferring out of a final salary pension scheme, and it’s a legal requirement to do so if the transfer value is over £30,000.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Find out more about how we can help with final salary pension transfers here.
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