Are you looking for help with your pensions and retirement? We can help…
The introduction of Pension Freedoms in 2015 means that there are more options than ever when it comes to planning for your retirement.
Retiring is no longer a standard, singular event. As you get older, you may want to reduce your working hours, access capital to repay mortgages and other debt, make the most of your health and take those holidays you’ve been thinking about or support your children and grandchildren with their key life events.
As we are continuing to live longer, you will need your retirement fund to last significantly longer than your parents did and as part of this planning you will also need to take your long-term care provisions into consideration.
We are experienced, qualified pension experts who’ve helped many people make the most of their pensions and achieve their retirement goals.
Get peace of mind and understand your options- arrange a free, no-obligation consultation today and speak to one of our friendly pension experts.
Are you:
Contributing to or have existing pension(s) and want a professional to review to ensure they're in the right place to meet your retirement goals?
Looking to take your pension and or tax free lump sum and want advice on how best to do it?
Looking to reduce your working hours and use your pension(s) to cover loss of income?
Looking to consolidate various pensions and don’t know where to start?
Unsure how to take your tax-free cash without taking a pension income?
By seeking independent financial advice, we can guide you to the most suitable course of action for your individual needs and objectives.
Please note - A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.
Still not convinced we’re the right choice? Let our clients have the final say:
“A very professional approach with excellent details concerning all aspects of our needs. Very helpful service throughout.”
Steven & Jayne, Cambridge
“I wouldn’t hesitate to recommend you to others, highly recommend.”
Alan, Stoke- on-Trent
“We are pleased with the service we have received; we have already recommended you to several people, Many Thanks.”
Deborah, Birmingham