Retirement Planning

As Independent Financial Advisers we are qualified, authorised and regulated to provide bespoke retirement planning advice. We strongly believe that proper planning can provide more than just an increase in pension income, it provides confidence that you can enjoy your life in retirement.

Pension planning can include:

  • Amalgamating older, more expensive plans into one more convenient and better value pension plan
  • Comparing past performance of existing pensions compared to a new pension portfolio
  • Reducing fees spent on administration
  • Confirming whether additional contributions are needed or not
  • Setting a retirement date based on the income wanted at retirement

Your financial adviser will work with you to provide a comprehensive retirement report tailored to you and your retirement goals.

For help planning your retirement, please feel free to use the contact form below or call us today.

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Location & Contact

01803 526 171
Monday – Friday 9am – 5pm

FCA Risk Warning

The value of your investments can go down as
well as up, so you could get back less than you