“When can I retire?”
“How much money do I need to have a comfortable retirement?”
“Should I add more money to my pension now, or in the future?”
“Should I transfer my pension?”
“How many schemes do I have?”
Just some of the questions asked when business owners, self-employed and successfully-employed people come to talk to us. Rest assured, we can help you prepare for retirement, and we have the expertise within our team to answer any questions you may have.
And whether you have 15 years or five months until you retire, we can help you make smart financial choices that can help you achieve the future you desire. Travel the world, buy your dream car or a holiday home, or support your children and your grandchildren when buying a house or progressing through higher education. Whatever your goals are, we can help you put a plan in place that gives you the best chance of achieving them.
Pension freedoms introduced in 2015, have significantly changed the way we prepare for retirement. The decisions you need to take over your financial affairs are not as straight-forward as they once were.
That’s where we can help. Our Certified Financial Planners will work with you to better understand your financial situation, helping you build the right plan for your circumstances, including an investment solution that helps you achieve the returns you need to grow your pension pot.
Whether you’ve not had any financial advice before, and you feel that now’s the time. Or you have an adviser already but you’re looking for reassurance that the plan they’ve implemented is appropriate for your situation - we can help. With our free Second-Opinion Consultation, we’ll tell you whether your existing plan is on point, and if you don’t have a plan already, we have the tools and experience to plan and implement something that helps you achieve your goals.