Pension Offices

Roebuck House

Roebuck House is a financial services company located in Portsmouth, England. They specialize in pension offices and provide expert advice and services to their clients. With a commitment to excellence and a focus on customer satisfaction, Roebuck House is dedicated to helping individuals and businesses achieve their financial goals.

Introduction to Roebuck House

Roebuck House is a financial services company located in Portsmouth, England. The company has a rich history that dates back to the early 1900s when it was originally established as a pension office. Roebuck House has since evolved to offer a wide range of financial services to its customers, including investment advice and tax planning. The company is unique in its commitment to providing personalized financial solutions to each customer, tailored to their individual needs and goals.

Services & Products

Roebuck House offers a variety of financial services to its customers, including retirement planning, investment management, and tax planning. The company also provides specialized services for businesses, such as employee benefit plans and financial consulting. Customers can expect to receive expert financial advice and personalized solutions from the experienced professionals at Roebuck House.

Location

Roebuck House is located on Roebuck Close in the Cosham neighborhood of Portsmouth. The area is primarily residential, with a mix of single-family homes and apartment buildings. There are also several small businesses and shops in the area, including a grocery store and a pharmacy. The closest public transportation options to Roebuck House are the Cosham train station, which is 0.6 miles away, the Cosham bus station, which is 0.4 miles away, and the Highfield Avenue bus stop, which is 0.2 miles away.

Benefits

Customers should choose Roebuck House for its commitment to providing personalized financial solutions. The company understands that each customer has unique financial goals and needs, and works to create customized strategies to help them achieve those goals. Roebuck House also has a team of experienced professionals who are dedicated to staying up-to-date on the latest financial trends and strategies, ensuring that customers receive the most current and effective advice.

Good to know

Customers should be aware that Roebuck House is a fee-based financial services company. This means that the company charges a fee for its services, rather than earning commissions on products sold. This fee structure ensures that Roebuck House is working in the best interest of its customers, and not incentivized to recommend products that may not be the best fit.

Reviews

Customers rave about the personalized service they receive from Roebuck House. Many customers have praised the company for taking the time to understand their financial needs and goals, and for creating customized solutions that have helped them achieve their objectives. Overall, customers highly recommend Roebuck House for its expert financial advice and personalized service.

Amenities

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

FAQ

What types of pension plans do you offer?

At Roebuck House, we offer a range of pension plans to suit different needs and preferences. These include defined benefit plans, defined contribution plans, and hybrid plans that combine elements of both. Our team of financial experts can help you choose the plan that best fits your financial goals and retirement objectives.

Can you explain the fees associated with your pension plans?

We are committed to transparency and providing our clients with clear information about our fees. Our pension plans have different fee structures, depending on the type of plan and the specific investment options selected. We will provide you with a detailed breakdown of the fees associated with your chosen plan, including any management fees, administrative fees, and other charges.

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

At Roebuck House, we take the security and safety of our clients' pension funds very seriously. We have rigorous risk management processes in place to protect your investments, and we work with trusted financial institutions to ensure that your funds are held securely. In addition, we regularly review and update our security protocols to ensure that we are always using the latest technologies and best practices to safeguard your assets.

What is the process for accessing my pension benefits?

The process for accessing your pension benefits will depend on the type of plan you have and the specific terms and conditions of your plan. In general, you will need to reach retirement age and meet any other eligibility requirements in order to start receiving your benefits. Our team of financial experts can guide you through the process and help you understand your options for accessing your pension benefits.

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

Absolutely! We are proud of the work we do to help our clients achieve their financial goals and secure their retirement futures. We have many satisfied pension plan clients who have provided positive feedback and testimonials about our services. We would be happy to provide you with references or connect you with existing clients who can speak to their experiences working with us.