For all your pension and investment planning needs

Rawlinsons P.I.P. is well appointed to offer you the very best service and advice for all your pension and investment planning needs.

Our specialist services include:

Financial Planning

  • Financial health-check

Pensions & Retirement

  • Independent review of existing arrangement and transfer analysis
  • Self administered schemes (SSAS and SIPP)
  • Investment advice in connection with your pension plans
  • Pension solutions for directors and businesses

Savings & Investments

  • Investment services for individuals, pension schemes and trusts
  • Investment bonds
  • Individual savings accounts (ISAs)
  • Collective investments
  • PEP/ISA transfers
  • Discretionary fund management services

Protection

  • Individual
  • Group life schemes (including permanent health insurance)
  • Income protection

Rawlinsons P.I.P. Limited is an appointed representative of David Booler & Co which is authorised and regulated by the Financial Conduct Authority.