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
You Can Still Pay Into A Pension After Taking A Lump Sum
You can still pay into a pension after taking a lump sum and it won’t cost you anything in taxes providing you do it the right way. Most modern day pensions, known as defined contribution pensions allow you to take 25% of the total pension value as a tax free lump...
Autumn Statement 2023
On Wednesday 22nd November the Chancellor Jeremy Hunt stood up and delivered the government’s Autumn Statement 2023. It feels like we have seen quite a lot of Mr Hunt since the end of the Liz Truss premiership back in October last year. The government were keen to...
7 Steps To Get Retirement Ready
When it comes to retirement there are two ways it could go for you. There’s the dream scenario we all hope for where our money outlives us or the disaster scenario where we outlive our money. This is why retirement, the point in life where you stop working and start...
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