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Our independent pension review service will help keep your retirement planning on track

 

 

In recent years, new legislation has made pension planning an increasingly complex area. Many people have accumulated large amounts of money, often held in multiple pots with various providers.

It is important that your money is working hard for you and is invested in line with your own retirement goals.

We work hard with our customers to build an achievable plan for their retirement, whilst carefully monitoring its ongoing performance.

The FCA does not regulate tax planning

Areas where we can add value

Reviewing your existing schemes to ensure they are cost-effective and suitable for your needs
Consolidating multiple pension pots to simplify your retirement planning and form a coherent investment strategy
Advising customers who are due to receive pension divorce settlements
Helping customers who have already retired to draw a tax-efficient and sustainable level of income from their pensions
Ensuring you are investing in line with your preference to risk
Reviewing the death benefits of your pensions to ensure that your money can be left to your loved ones as tax efficiently as possible
Making sure that you are taking advantage of the generous tax incentives available through personal pensions

Book your free pension consultation with an expert chartered financial planner

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Book a Free Consultation