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Pension Offices

Lilly House

Lilly House is a company based in Bassingfield, England that specializes in providing Pension Offices and Financial Services. Their expertise in these areas has made them a trusted partner for individuals and businesses alike. With a commitment to delivering high-quality services, Lilly House is dedicated to helping their clients achieve their financial goals.

Introduction to Lilly House

Lilly House is a financial services company based in Bassingfield, England. The company has been operating for over 20 years and has established itself as a leading provider of pension offices in the UK. What sets Lilly House apart from its competitors is their commitment to personalized solutions for their clients, taking into account each individual's unique financial situation.

Services & Products

Lilly House offers a range of financial services, specializing in pension and retirement planning. They offer personalized consultations to help clients create a customized plan that fits their specific needs and goals. Additionally, they provide investment management services and assistance with estate planning.

Location

Lilly House is located in The Parade, 3 Basing View, Basingstoke RG21 4EJ, United Kingdom. The area is known for its bustling business district and is home to a variety of businesses, from small startups to large corporations. The location is easily accessible by public transportation, with the closest bus stop being only a 2-minute walk away. The Basingstoke train station is also nearby, at a distance of 10 minutes by foot.

Benefits

One of the main benefits of choosing Lilly House is their personalized approach to financial planning. They understand that each client has unique needs and goals, and they work closely with each individual to create a customized plan that fits their specific situation. Additionally, their team of experienced financial advisors is dedicated to providing exceptional customer service and support to their clients.

Good to know

Customers should be aware that Lilly House is a fee-based financial planning firm, which means that they charge for their services. However, they are upfront about their fees and provide transparent pricing information to their clients.

Reviews

Customers have consistently praised Lilly House for their personalized approach to financial planning. Many have noted that the team is knowledgeable and professional, and that they take the time to understand each client's unique needs. Overall, customers have been very satisfied with the level of service provided by Lilly House.

Amenities

  • amenity
    free consultation
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    retirement planning
  • amenity
    financial planning
  • amenity
    investment management
  • amenity
    pension advice

FAQ

What types of pension plans do you offer?

At Lilly House, we offer various pension plans including defined benefit, defined contribution, and self-invested personal pension plans. Each plan has its own advantages and disadvantages, and we can help you choose the one that best suits your needs and goals.

Can you explain the fees associated with your pension plans?

We believe in transparency when it comes to fees. Our fees depend on the type of pension plan you choose and the services we provide. We will provide you with a detailed breakdown of all fees and charges before you commit to any plan.

How do you ensure the security and safety of my pension funds?

At Lilly House, we take the security and safety of your pension funds very seriously. We work with reputable financial institutions and follow strict regulations to ensure the safety of your funds. We also regularly monitor your investments to ensure they are performing as expected.

What is the process for accessing my pension benefits?

The process for accessing your pension benefits depends on the type of plan you have. We can guide you through the process and help you understand your options. You can access your benefits when you reach the minimum retirement age, which is usually 55 years old. However, in some cases, you may be able to access your benefits earlier.

Can you provide references or testimonials from satisfied pension plan clients?

Yes, we can provide references and testimonials from our satisfied pension plan clients. We are proud of the work we do and the relationships we have built with our clients over the years. Please contact us if you would like to see some testimonials or speak with some of our clients.