Pension Planning

We are all living longer and this is a fact. Many of us have made provisions for funding our retirement, however with the pension freedoms that were introduced in 2015, the road forward can be confusing.

Added to this the fact that many of us will have multiple pensions to consider as well as a potential risk of over-funding or under-funding, the added benefits of taking advice really can't be underestimated.

We can help you look at pension planning and your retirement options to match your future goals.

For advice on any of the above, contact us now.

Take the first step

We would be happy to discuss your requirements with an initial meeting.

Contact us today book your free no obligation initial meeting in whichever method is most convenient for you.

Contact us…

I would like to thank you for your time and patience, explaining the different types of options available to me for building and sustaining a balanced portfolio of shares and properties. I feel you have provided impartial sound advice in a most professional manner and would not hesitate in recommending your services to anybody in the future. I look forward to our next meeting.

Basil Kellerman - October 2023