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Take control of your pension
Prioritising your best interests, advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
Pension planning
On average we are living much longer than previous generations, so planning for retirement is one of life’s priorities. Saving into a pension can be an efficient way to save and invest into your future.
The implementation of the legislative requirement to automatically enrol eligible employees into a workplace pension began in October 2012. One result of this law is that many people now have many more pensions than they would prior to 2012.
For many of our clients their pension is a major part of their overall wealth. For this reason it is always worth reviewing your pension benefits, their performance and understand how easy they are to manage.
Your adviser will always put you best interests first when considering your pension. They will analyse if they are best left where they are or if consolidation could give better performance and control.Â
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Your Pension Advice
Increased pension flexibility has added a level of complexity with various options to access your money, placing greater personal responsibility on you to make the right decisions with your savings. Your adviser will provide a clear, jargon-free analysis of your options.
Our advice and guidance will help create a pension strategy that could be key to living the retirement lifestyle of your choice. This advice will be tailored to match your individual aims, objectives and circumstances.
Our team will help you gain control and confidence in managing your pensions. Whether you need advice on general retirement decisions and pension freedoms or ongoing reviews to ensure your plans stay on track, we will be there to help.
As you approach retirement and need to take an income, or if you want to take advantage of a tax-free lump sum while still working, the correct advice can have a positive financial impact. With a full understanding of your options, you can be confident that the decisions you make are the right ones.
By gaining a full understanding of your financial circumstances, it may become clear that using your pension for succession planning is sensible, given the inheritance tax exemptions many pensions have. We can help you understand the most tax-efficient treatment of your wealth, ensuring that as much of it as possible goes to the beneficiaries you choose.
Be more than just a customer in 4 simple steps
1
Contact Us
Get in touch with us via phone, email, or our website. Our dedicated team is committed to providing a personalized service and comprehensive guidance from a dedicated adviser.
2
About You
After your free consultation, we will prepare a financial plan that aligns with your profile and goals. Our straightforward process ensures clarity and transparency, all fees will be fully disclosed.
3
At Your Service
When you are ready to proceed with your financial plan, we will begin the onboarding process. Your adviser and our team will keep you updated throughout the secure application process.
4
Ongoing Support
We will provide an excellent and professional service over the long term. You will receive support, updates, and periodic reviews ensuring your financial plan remains aligned with your goals.
The Benefits of Financial Advice
According to the International Longevity Centre*, financial advice can make people, on average, nearly £48,000 better off in pensions and financial assets compared to those who don’t take advice.
In addition to the monetary benefits, the ongoing support from your financial adviser can give peace of mind that you are making the correct decisions for your finances and future.
*2017 report based on a 10 year period from 2001 to 2006.Â
Where Next?
Wealth Management
Comprehensive wealth management, focusing on forming strong and lasting relationships that support you in achieving your goals and financial wellbeing.
Pension Advice
Prioritising your best interests, advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
Investment Advice
Understanding and supporting our clients for the long-term, our team will help find the right investment solutions for you.
Retirement Planning
Putting your retirement needs first and understanding that a key aspect of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
Our experts are here to help guide you through this advice process and ensure that your plans align with legal requirements and best practices.
Migration Services
We partner with multi jurisdiction advisers to provide continued support and advice to our clients, wherever they are in the world.
Cashflow Forecasting
Our experts will help you understand your cash requirements, giving you the freedom to achieve your goals and make financial decisions.
Talk to an Adviser
Contact our advisers today for trusted professional pension advice.
