Our Services
Pioneer offers a professional financial planning service to a variety of private, corporate and trust clients.
- Pioneer helps its clients and their families to achieve financial independence
- This may be through a one-off advisory service on a specific issue, or
- An annual on-going review service with implementation, management and oversight of investment
- Pioneer may implement new solutions for its clients or review solutions already in place
- Review and management of the financial wealth of the individual or their family – wealth preservation or progression
- An inter-generational service wherein the young can start work on their lifetime financial plan or the senior generation where funding for Care Fees or Inheritance Tax planning may be key
- Transfer of assets in Divorce (settlement of pensions, conflicts of interest policy).
- Directors, Employers or Corporate Trustees in need of financial solutions for their companies or a service provided for the benefit and retention of their company’s staff
- Implementation of key corporate financing or protection solutions
- Planning solutions involving SSAS and SIPP, often using Commercial Property structures
- Pre-retirement education through point of retirement and post-retirement solutions.
- Enabling financial solutions to ensure that Trust assets are managed and safeguarded in line with Trustee responsibilities
- Personal Injury Settlement Trusts
- Inheritance Tax Mitigation Trusts
- Advice to Beneficiaries upon settlement of the Trust assets.
Liaison with other Professional services (such as Solicitors)
- Settlement of Estate upon Death
- Advice regarding allocation of Pension assets upon Divorce
- Expert witness on mis-selling of financial products and upon pensions in Divorce
- Liaison with investment managers and stock brokers, for example, underlying SSAS and SIPP arrangement.
