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We will work closely with you to understand your plans and objectives and ascertain where you currently are and where you need to be in order to meet these.
We have access to sophisticated financial planning tools that allow us to objectively measure and analyse the costs, features and performance of your pensions against all other pensions and investment solutions from the whole of market. We can also build cash flow models that will consider a range of different goals and outcomes based on your personal circumstances.
Where required, we can provide you with comprehensive financial planning, that in addition to pensions advice; considers tax planning, income and/or family protection as well as estate and IHT planning.
Consider the following questions:
Would you like to retire at a certain age?
Do you understand how much you need to save to be able to enjoy the retirement you desire?
Are you concerned whether your pension is in the right place and/or producing the best available returns?
Do you have multiple pensions that you are struggling to keep up to date with?
Are you getting ready to draw down from your pension and want to understand the best way to do this or how much would be a safe withdrawal rate?
Are you concerned about tax and the Lifetime Allowance?
If you have answered yes to one or more of the above questions, then it’s almost certain you would benefit from getting in touch.
We invite you for an initial consultation at our cost and from there we can provide you with some initial feedback and discuss the ways in which we might help you. The initial consultation can be done in person or via a video meeting or phone call, as preferred.