Pension Planning

Do you have multiple pensions from previous employers?

Could it be time for a little pensions consolidation, to ‘tidy them up’ and make sure you’re maximising their potential?
We address two main factors to help ensure your pensions provide a greater retirement income: lower charges and better investment performance.
Pension Planning

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

Something for every stage in your life… because financial planning is for life, not just for retirement!

Financial Planning

Achieving your goals with a practical, workable plan

Retirement Planning

Identifying your route to a financially secure retirement

Business Planning

Helping you to start and exit your business successfully

Pension Planning

Consolidating, lowering charges and improving performance

Protection Planning

Protecting you, your family, your wealth and your legacy

NHS Pensions

Expert understanding and analysis of your position

Client Reviews

Reviews and Ratings for Financial adviser Carl Roberts, Milton-Keynes

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

Latest investment market commentary, financial planning tips and insights. We publish a new article every week.
115% Tax Relief

115% Tax Relief

It really is possible to get more money back in tax relief than what you put into a pension.   There are a few ways you can ‘play’ the system and be super tax efficient especially using all the allowances available to you as a family.   Here are a few examples where...

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When To Sell An Investment

When To Sell An Investment

When to sell an investment is just as important as when to buy an investment.   Remember you don’t make or lose anything when you buy an investment. You make a gain or loss when you sell.   Have you seen large rises in the value of your investment in the last year or...

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Awards

It’s a privilege to serve our clients and we’re proud to be recognised for the work we do.
SME Finalist, RP Finalist, Next Generation Advisers, Money Age Award

Memberships

We go above and beyond to maintain the highest standards and professionalism.

Chartered Financial Planner, DAUK, Personal Finance Society

Supporting

We are delighted to help our designated charities in whatever ways we can.

Milton Keynes Hospital Charity

Media

We are proud to feature in…