Chartered Financial Planners

Our financial advisors have extensive experience in providing efficient pensions and retirement plans. Planning for your retirement or managing your pensions when you are no longer working can be complex. Rules and allowances change regularly so expert advice is essential. Not only when building your retirement funds, but once you are in retirement.

Our Expertise In Pensions And Retirement Planning

We can provide comprehensive pension analysis and advice to clients, helping them understand whether their current pension strategy is in line with their objectives and whether or not existing plans represent value for money and are fit for purpose.

In some cases, where the existing plans cannot be continued with, a recommendation to consolidate into a more suitable plan may be recommended.

Benefits of consolidation

  • Access to a wider range of funds – can lead to improved investment returns and better risk management
  • Cohesive investment strategy across all pension assets
  • Improved flexibility at retirement in terms of accessing your benefits to suit you.

Bespoke Retirement And Pension Plans

Typically, part of the process is to look at how much your current lifestyle costs and your ability to sustain it. Facing that reality can be difficult, but once the process is underway, our cashflow modelling will help promote increased confidence. We use advanced forecasting software to calculate the most tax efficient way to arrange your income and manage your expenditure. This ensures you remain on track to achieve your financial goals.

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