Personal Pension Planning

We help our clients understand and plan for their financial needs in retirement.

While some clients favour the use of residential property as a vehicle for their retirement savings, pensions continue to offer many benefits, including investment diversification and the ability to take up to 25% of all pension funds as a tax-free lump sum.

Reviewing your existing pension arrangements is as important as choosing the right plan for the future. The law, and consequently, the benefits and pitfalls around pensions, change with almost every government budget. More than ever, our clients appreciate the expert, professional advice that we bring, helping them take advantage of the tax saving that pensions offer whilst avoiding the pitfalls.

Advice from Chartered Financial Planners

Your pension planning needs will be attended to by one of our team of financial planning consultants, who is qualified as a Chartered Financial Planner. Holding Chartered Financial Planning status is a sign of our commitment to excellence. This qualification reassures our clients that we uphold the highest standards of ethical practice, knowledge and skills.