Our Pension Service

Making It Personal

We look at your overall planning for retirement and once we have assessed your needs, budget and attitude towards risk we will make our recommendations to you in writing.

Any plans you all ready have in place will also be reviewed to see whether they need to be amended, updated, consolidated, transferred or simply left as they are.

The pension or course of action we recommend will be bespoke to you and can be adapted and reviewed to reflect any changes in your life and your attitude towards risk, over the years to retirement and beyond.

It is critical that pension plans are reviewed to ensure that they continue to reflect your attitude towards risk and that you remain aware of the potential outcome. So whenever you require a review we will be ready to advise you accordingly.

* Tax Information given is based on the 2019/20 tax year, and may be subject to change in the future. Any contributions in excess of you annual allowances will be taxed at your marginal rate.

THE VALUE OF A PENSION IS NOT GUARANTEED AND CAN GO UP AND DOWN DEPENDING ON INVESTMENT PERFORMANCE. YOU COULD GET BACK LESS THAN YOU'VE PAID IN.

 



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With more than 20 years experience in the financial and property markets...

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