PENSION ADVICE & RETIREMENT PLANNING
Plan your perfect retirement
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Trusted pension advice to plan your perfect retirement
Retirement planning just got complicated, which is why so many people now need expert pension advice. Retirement is changing, we’re all living longer and for many it’s not so much about a fixed retirement date anymore but an evolving journey working part-time or semi-retired.
Are you putting enough aside and how should you optimise your pension savings, to have the lifestyle you deserve when you retire?
How we can help you
Planning for your retirement can be one of the most important financial tasks you will ever undertake. That’s when taking expert advice from an adviser you can trust really pays. Our pension advisers in Nottingham, London and Kenilworth will help you to create a unique retirement plan, so that you can live a full and exciting life without the fear of ever running out of money.
Expert pension advice to create your perfect retirement
Our pension advisers can help with your retirement planning so you can achieve the lifestyle you deserve during your retirement.
Ensure your pension is performing well
Understanding what you have is of critical importance nowadays. When was the last time you reviewed your pension’s performance? And do you have a clear understanding of the level of risk? Our comprehensive pension review service will assess where and how your money is being invested and if it will be enough to achieve your retirement goals.
Plan the most tax efficient way to save for your retirement
Our pension advisers will help you create an investment strategy that matches the level of risk you should be taking with the returns you require. We can also help you deal with the complexity of the various tax incentives designed to assist in saving for retirement. We will create the most appropriate plan to optimise your savings for retirement.
Tax Planning is not regulated by the Financial Conduct Authority.
Create the most tax efficient strategy to access your retirement savings
You have probably saved for your retirement in a variety of investment “pots”. If you are starting to use your retirement savings then the order in which you access these various sources of income might significantly affect the amount of tax you will pay, as well as having implications for inheritance tax planning. Our comprehensive pension advice will show you the best way to access your retirement savings.
Exchange the benefits of your final salary pension scheme for a cash lump sum?
The question of whether or not to transfer out of a final salary pension scheme (also known as a ‘defined benefit’ or occupational pension scheme) can be one of the biggest financial decisions of your life.
The complexities involved in making such a life-changing decision mean that you need expert analysis before taking this massively important step. Our specialist pension advisers will clearly explain your options so you can make the right choice with confidence.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Please watch our video and see our Final Salary Pension Transfers page for further information.
Trusted
Pension Advice
We can help you plan your perfect retirement.
Live the life you want
See how we have helped our clients with their retirement planning
What’s your next step?
We offer all prospective clients an initial discovery meeting with one of our pension advisers at our expense, to see if we can be of help to you.
Book your meeting, to secure your financial future today.
