Hereford Pension & Investments

Hereford Pension, Investment & Mortgage Centre LLP was originally established in 1998, with the current legal structure since 2004. We have continued to embrace change, to provide solutions for our clients (both individual and corporate) and to build long lasting relationships in order to assist our clients to meet their goals. Within the firm we have 8 advisers, 4 of whom are partners being Alistair Fitt, Ian Jordan, Bryan Pedersen and Ian Singleton and all of which are supported by our admin team. Our expertise covers the expanse of financial services including Occupational Pension transfers, Investment Management, Equity Release and Long Term Care.

With the advent of the Retail Distribution Review (RDR from the 1st January 2013), we elected to move to a 'Restricted Advice' model covering specific areas of expertise (from which we view the whole of market) and exclude advice on certain products (e.g. Structured Products.