providing you with the TLC that you, your family and your money deserve 
 
Whatever you want to do in retirement we will help you get there 
Whatever you want to do in retirement we will help you get there 
Whatever you want to do in retirement we will help you get there 
Pensions & investment 
The new pension reforms have left many people not sure what to do for the best! 
 
Do you take it out and invest it, leave it where it is and hope it grows or take some tax free cash now to enjoy! Is an annuity any use to you anymore? 
 
Are ISA's better than pension funds, or is property the best investment? The stock market is another potential investment vehicle so let us help you decide what is best for you! 
We can explain all the pension options to you and help evaluate the best solution for you and your money. Our pension planning tools can mystify the future pay-outs from a pension pot whether is in a draw down model or an annuity! We can tell you how much you can expect to get a year and if that isn't enough for your retirement lifestyle then we can make a wealth creation plan so you can save a bit more and eventually achieve your goals. 
Corporate Tax Planning 
Many of our clients are in business and they sometimes wish to extract capital tax efficiently from their profits that they want to invest for maximum future growth. Others have inherited assets or property planning and utilise HMRC approved investments and other financial services information data to achieve the best returns on your invested money. 
 
We can set up stocks & share Isa's for you and your family so you can regularly put some money into a tax free savings tool that is quickly and relatively easily available should something unforeseen happen in your life. 
“Mark was recommended to me by a friend whom Mark had helped previously. I am so pleased he did! Having tried (and failed) to make sense of the various pension pots I had, Mark came over and within no time was able to offer advice as to how to make the best of what I had. He took time to explain the various options and I didn't feel pressured into making any decisions there and then. He went away and within a week or so had contacted the pension companies and provided me with up to date valuations. Marks’ help and advice has made it possible for me to receive money I didn't know I had and to retire earlier than expected. I would recommend Mark to anyone who wants a solid, no nonsense guy who does what he does very well!” 
Mr NG, Derbyshire, 
recently retired Works Manager 
“I highly recommend Mark Tennant as a financial adviser, he has helped me with my pensions and finances since I retired. He explains everything thoroughly and in simple terms, and is always quick to respond should I have a query.” 
Ms AS, Derbyshire 
recently retired DFS employee 
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