Pensions & Investments

Independent financial advice on pensions and investments

Are you looking for reliable and professional advice from experienced financial advisers? G & B Associates provide independent, whole of market financial advice for pensions, investments and financial planning, including retirement options and inheritance tax planning.

Advice from a reputable company

Based in Sutton Coldfield, G & B Associates offer financial services to the surrounding areas including Coleshill, West Bromwich and Great Barr. We can offer experienced advice on business and family protection, mortgages and equity release and much more. Please contact us today for a free initial consultation.
Contact us

Investment advice

  • Unit and investment trusts
  • Investment bonds
  • National savings and gilts
  • Tax planning, including inheritance
  • Tax advice
  • Offshore investments
  • School fees planning
  • ISAs, including PEP and ISA transfers

Pension planning

  • Stakeholder pension schemes
  • Personal pension schemes for self-employed or for employees
  • Group pension schemes
  • Self-administered schemes and executive pension arrangements
  •  Self-invested personal pensions
  •  Transfer of previous retained pension benefits
  • Deferred annuity schemes
  • Phased retirement and drawdown schemes
  • Pre-retirement advice
  • Phased retirement and drawdown plans
  • Annuities, including with profit and impaired life annuities
  • Alternatively secured pensions
What our customers have to say

“We were recommended to go to G & B associates, I'm so glad we did! They were really helpful and understanding even helped us understand what was what. I would definitely recommend to anyone and go back in the future! Thank you very much for your help and patience!”
- Kate
"Always takes a client focussed approach to find the best possible option, I have found them to be very attentive in supporting individual needs and most importantly knowledgeable of the current market conditions. I would recommend."
- Helena

The Financial Conduct Authority does not regulate national savings, taxation and trust advice, and some forms of offshore investment.
Business and family protection
Call G & B Associates, Sutton Coldfield on, for professional investment advice.
 0121 321 2266
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