Retirement & Pension Advice
Few aspects of financial planning are as important as pension and retirement planning. However, this is a very complicated subject with many rules and regulations which are constantly changing. So to ensure that you get the best for your retirement you really need independent pension advice.
Whether you’re planning a leisurely retirement, happy to continue working in some capacity, or looking forward to spending more time on your pastimes, it’s important that you have a plan in place so you can achieve all you want.
Our Independent Financial Advisers (IFAs) offer completely impartial pension planning to help you maximise your retirement income using products and providers from the whole of the market.
Do you already have a pension plan but you’re not sure of the details?
You may already have a pension policy – maybe you’ve got more than one. If you’re not completely sure where they’re being invested and how they’re performing, our retirement planning advice can help you look at the full picture. It’s important that you regularly review your retirement plans and the performance of your retirement funds.
Are you thinking about early retirement?
We can help you understand exactly how much you’ll need and what action you’ll need to take now to help you get the retirement you want.
Tax-efficient ways to plan for retirement
Are you making the most of your pension tax allowances? We can advise you on the valuable tax breaks that may be available to you when you put your money into a pension. Even small amounts add up, whether or not you already have a pension.
Remember that tax law and HMRC practice may change from time to time. Your adviser will be able to provide more detail on the current tax position. The value of any tax relief you can get will depend on your individual circumstances.
Contact a financial adviser today on 0800 107 0190 to get completely independent pension and retirement advice.