Pensions

Using our knowledge and experience, we can work with you to plan the funding of your retirement through a tax efficient pension.  We deal with every stage of the pension process, from the setting up of your first personal pension to drawing down on your pensions in a tax efficient manner.  With greater freedoms available for accessing your pensions, it is more important than ever to receive quality, independent advice when considering your retirement.

We will discuss the funding required to fund a level of retirement that you are comfortable and will agree with you on a plan of how to get to that position.  We can organise your pensions if you have multiple policies, ensuring that the monies within your policies are invested appropriately and working hard for you.

We are happy to discuss the setting up of a new plan or to look at your existing policies in order to give you the peace of mind that you will be able to fund your retirement.  We have experience of dealing with a wide range of clients and pensions and can use our knowledge to create a tailored plan for your personal circumstances.

If you are considering how you will fund your lifestyle when you finish working, let us provide you with the peace of mind that you can sit back and enjoy your retirement.  For a free initial discussion to see whether we could help, please Contact Us and one of our Advisers will be in touch.

For information on the risks of investing, please click here.