Financial services

Pension advice

Understanding your pension savings can be complicated, but it doesn’t have to be. Our pension advice specialists will cut through the jargon and make your retirement savings as plain and simple as possible.

Retirement and pension planning

  • Not sure at what age you’ll be able to draw your state pension, or how much you’ll receive? Find out here.
  • Want to know more about workplace pensions, and how much you and your employer are paying in? We can help you to understand your payslip and check your current pension pot.
  • Interested in saving into a personal pension fund? Your pension adviser will help you choose from the different options available to you, so that you make the most of your money now and in later life.
  • Considering transferring your pension, or withdrawing some or all of your pot as a cash lump sum? We provide expert pension transfer and investment advice, and will help you come to the right decision for you and your family.

Our independent Financial Planner will take a full pension assessment, identifying any lost and forgotten pension pots and combining all of your savings in one place to maximise the benefits and tax efficiency of your retirement savings. We offer pension financial advice and retirement planning to individuals, business owners and self employed professionals, so no matter your circumstances we have the knowledge and experience to help you achieve your financial and personal dreams and ambitions.

Pension advice for the self employed

We pride ourselves on providing a holistic financial advice service, tailoring our recommendations to your individual circumstances and advising you on the best available options for you. If you’re self employed you may be worried about how you’ll fund your eventual retirement, with no funds left at the end of each month to save into a pension. We’ll help you find the right solution for you, using a combination of retirement tax planning, wealth planning and financial advice.

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