FOR YOUR RETIREMENT

We offer a pension review service designed to provide you with the answer to this question. Here's what we will do.

LET'S TALK

We will talk to you about your future retirement plans, your hopes, dreams and aspirations and discuss any concerns you may have in your current planning.

EXISTING ARRANGEMENTS

We will contact and speak to your current pension providers and apply for your state pension forecast on your behalf, to save you the time and bother. 

CREATE A PLAN

Where necessary, provide you with a financial plan and recommend changes to  improve your pension position towards achieving your retirement goals.

HOW YOU WILL BENEFIT

We want to help you achieve your retirement goals.

Pensions organised
Goals sorted
Keeping you on track

I had lots of different pensions from various employers which in isolation looked quiet poor. Tim was able to put a cash value on these pensions which was in excess of my expectations. He then reinvested these funds in a flexible pension product which allows me to exercise the new pension freedom’s on my retirement.  So far so good I now know what my pension pot is worth and am emotionally reattached to the monies it represents. Tim has been professional and shown an in depth knowledge of the industry.

Richard C, Swindon - Client Since December 2015
A pension is a long-term investment which cannot normally be accessed until you reach 55. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.