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Introducing Our Business

Gateway Specialist Advice Services

Providing Professional Advice

Gateway is a team of Financial Advisers dealing exclusively with advice regarded as more complex and specialised than usual. For pensions this includes advice on options at retirement, such as annuities (including enhanced annuities and investment linked annuities) pension drawdown and phased drawdown products. We also provide advice on transfers from personal and occupational pension schemes as well as pensions affected by divorce. In addition, we can advise on the release of equity from your property through Lifetime Mortgages and Home Reversion Plans, as well as on planning for the long term care of yourself or an elderly relative.

We provide a specialist referral service for the Sesame Bankhall Group, the UK's largest IFA intermediary and we are proud to have been selected as the dedicated pension specialist for the Telegraph Retirement Service provided by Skipton Financial Services.

We offer expert advice and guidance on the full range of pension fund options that are available at retirement, and will present you with appropriate recommendations to help you make an informed decision. There is no obligation to act upon any advice provided. By obtaining professional financial advice through Gateway, you can weigh up your options carefully and feel confident with the choices you have to make.

Equity release refers to home reversion plans and Lifetime mortgages. To understand the features and risks ask for a personalised illustration.

For equity release we can be paid by commission, or a fee of usually 1.5% of the loan amount, with a minimum of £1,999