Reviews and Ratings for Financial adviser Julie Roche, Liverpool

Business Retirement Planning

As a business, your employees are the lifeline of your business and helping provide for their retirement can protect theirs and your future and create a loyal and dedicated team.

Hanover Wealth Management works with you to create solutions that combine the long-term financial objectives of your business with a secure future for those who are critical to its success.

8 Business People Around A Desk

Whether you need to set up new pension plan or review existing retirement planning strategies, for you or your employees, Hanover Wealth Management has access to a wealth of proven retirement solutions to help you make the most of all retirement opportunities in today's financially complex world.

Whether a stakeholder arrangement, occupational pension, group pension plan or, self-invested personal pensions (SIPPs), a strong pension package is a justifiable business expense and it may help to promote loyalty amongst your staff, attract employees and make you an employer of choice.

Whatever the size of your business we aim to provide you with the most appropriate pension scheme for your circumstances.  With ongoing support from introduction to implementation and administration. Selecting Hanover Wealth Management as your adviser, we believe, is the first step to taking the strain out of workplace pensions.

New legislation from the UK Government is changing the face of workplace pensions through auto-enrolment schemes. Our experience can help you navigate through the complex guidelines to develop cost effective pensions that perform for your employees.

We can also advise on bespoke retirement plans for business owners, boards and management teams using tax efficient plans to maximise current and future income.

The Financial Conduct Authority does not regulate Tax Planning and some forms of Auto Enrolment.

Testimonials

The team at Hanover Wealth Management advised Aspro on our auto enrolment scheme and have restructured our Pension arrangements in advance of the legislative requirements.

Throughout the process, the service has been of the highest quality and by truly understanding our business; the team have been perfectly placed to provide us with complete peace of mind.

With fixed fees that were communicated at the outset, the services were transparent and value for money with no ongoing charges. I would have no hesitation in recommending Hanover Wealth Management to any company.

Sue Jennings - PA to MD

Aspro

We would like to thank Hanover Wealth Management for all the help and advice given in establishing our Auto-Enrolment Pension Scheme. With outstanding professionalism, Julie and the team went beyond their role and provided a friendly and efficient service throughout all phases of the project. We would have no hesitation in recommending Hanover’s services

Melissa Bush - Office Manager, Liverpool & Sefton Chambers of Commerce

Liverpool & Sefton Chambers of Commerce

We recently worked with Hanover Wealth Management to implement our auto enrolment pension scheme. The team were efficient, responsive and always available to answer questions. We have a complex staff structure and Hanover learned our business quickly and produced solid results. We relied on them with confidence and their pricing strategy was affordable, transparent and honest throughout the entire process.

Kim Gunn ACA - Financial Director,  Cavern City Tours Limited

The Cavern