Monday 16 December, 2024
Looking for retirement planning advice?
Your local pension adviser can offer impartial pension advice for anyone saving into a pension or requiring a pension review. Choose a solution below or book a review.
Approaching
Retirement
We review your income and expenditure, assess assets, and pension schemes, to create a personalised cash-flow model so you know when you can afford to start taking your retirement income. We review your income drawdown options including flexi-access drawdown, annuities, and short-term annuities, and assess whether your pension providers offer full drawdown flexibility.
In Retirement
Undergo a pension review, so you are confident your pension schemes offer good value, full flexibility and provide enough retirement income. Our advisers can answer the following questions. Are your pension scheme charges competitive? Does your scheme offer flexi-access drawdown? How broad is the investment fund choice?
Legacy
Planning
We encourage you to save tax-efficiently so your investments can supplement your pension in retirement. Our advisers review your income and expenditure, assess your savings, investments and pensions, and create a personalised cash-flow model.
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Friday 29 November, 2024 -
Thursday 28 November, 2024A Comprehensive Analysis of Changes to Capital Gains Tax in the UK Labour Budget
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Thursday 14 November, 2024Pitfalls of Cashing in a Pension Without Seeking Professional Financial Advice
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Tuesday 5 November, 2024Inheritance Tax Insurance: A Guide to Protecting Your Legacy
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Wednesday 30 October, 2024 -
Friday 18 October, 2024 -
Wednesday 16 October, 2024Understanding Inheritance Tax Trusts: A Financial Adviser is Essential
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Monday 7 October, 2024
Planning for potential care costs in later life
Jenny - 68 years old retired marketing manager.
Defined benefit pension scheme £23,000 per annum
Recently widowed and no dependents.
£300,000 life assurance lump sum from husband.
No mortgage on her home.
Cash savings valued at £38,000.
Meet your local retirement advisers
Our experienced retirement advisers deliver high quality independent financial advice now and throughout your life from accessible local offices. As we are not biased towards any provider, our cost-effective pension advice puts your financial interests first. We offer holistic financial advice based on our core values of integrity, reliability, and value for money.
Need retirement advice?
If you would like a free initial retirement planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware or Chippenham office.
