Pension Planning
Do you have multiple pensions from previous employers?
Our pension planning services include:
- Pension Review – We carry out a review of your current pensions to determine whether they are expensive; invested according to a level of risk you are comfortable with; and whether it’s worth putting them altogether in one, new, simple pot.
- Defined Benefit Pension – Assessment and advice to help you decide whether it’s right for you to transfer your defined benefit pension into a personal pension.
- Pension Investment Strategy – Making sure your pension is invested in the right areas to achieve the returns you need. This could include investing in the stock markets, but also commercial property or even your own business!
Services Overview
We specialise in helping people who are retired or thinking about retiring in the next few years. This allows us to tailor our service and expertise to the unique needs of retirees.
Financial Planning
Pension Planning
Retirement Planning
Protection Planning
Client Reviews
We are currently offering a complimentary portfolio analysis of your current portfolio
This includes looking at performance , the charges you are paying and the risk you are taking. In order to request your free portfolio analysis please enter your details below.
We will also email you our weekly news and views.
News & Views
Why Selling to “Protect” Your Portfolio Is Often the Worst Move You Can Make
When markets start falling, it feels instinctive to act. You watch the headlines turn negative. Prices drop day after day. Uncertainty rises. And the natural reaction is simple: “I should sell now, sit in cash, and buy back in later when things settle.” On the...
Should You Use Your Pension to Invest in Property? What You Need to Know
There’s a recurring theme among investors as they build wealth: at some point, many begin to question whether their pension is really the best place for their money. Property, with its tangible nature and potential for rental income, often feels more “real” than a...
Is Now Still a Good Time to Transfer a Defined Benefit Pension?
For years, defined benefit (DB) pension transfers have been one of the most debated topics in financial planning. At one point, transfer values reached eye-watering levels, prompting a wave of interest from those considering giving up their guaranteed income in...
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