Case Studies

A Pension Review Opens Up Your Possibilities

Review, Review, Review!  There are so many pension options available in the marketplace today, it’s not surprising that our Clients often don’t know which way to turn. By staying in touch and doing regular reviews, we were able to advise one Client, a Chef and Company Director, to buy shares through his pension and the dividends are now paid-tax free into his Company Pension.

Bluechip Financial Services 

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