Pensions & Planning for retirement

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Our Independent Financial Advisors can provide advice in relation to all types of pension, new or existing.  we will review your circumstances and can highlight the key issues for you to consider, before making a recommendation, if suitable.

Pension Reviews

If you already have a pension, whether you are currently contributing into it or not, it is sensible to review your plan on a regular basis. If you have changed jobs and have money in a number of different pensions, it may be beneficial to consolidate these into a single plan. 

We can review your existing pensions, explain what provision you already have and how you could amend, or supplement this, depending on your circumstances.

We are also able to advise in relation to the set up of new pensions.

Approaching Retirement

When you are about to retire, we can make recommendations so you can take advantage of the options available to you to enjoy a comfortable retirement.

  • If you are about to retire early, can you afford to?
  • What impact would this have on your assets, including those outside your pension?
  • Even if you are retiring at the normal age you should check your pension and obtain projections to ensure you are on track.

We can explain all of the options available to you so you can make informed choices about your retirement. If you have any questions about your pension planning or would like to arrange a FREE initial pension review please contact one of our experienced IFAs on 01481 701400 or email us on

Key Contacts

Call or Email Rebecca Goater
Call or Email Jason Kon
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