WORKING WITH YOU FOR
A BETTER FUTURE – WHY US?
At the Utopia Group we are a small family run Yorkshire business and we care passionately about our clients. We believe great financial advice is at the core of building a more certain financial future for all our clients.
Due to the recent budget announcement (March 2014) substantial pension changes may be implemented in 2015 stating that everybody should be entitled to guidance on their Retirement Options which have to be:
- Face to Face
This is an area that we have vast experience in, and which we can help you with, contact us for more details
We can provide you with a specialised Pensions Audit. Initially we will obtain a letter of authority from you allowing us to contact the relevant insurance companies on your behalf with regard to your existing arrangements with them. Once the policy information has been supplied to us, which can take up to four weeks, our Financial Planners will be able to carry out an audit on these policies, and we will contact you again to arrange a second meeting so that they may discuss their findings with you in more detail.