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Bias free and independent advice for every type of pension.

Retirement planning can be complex, with many choosing to start later rather than sooner. 

22% of those planning to retire in the next five years know nothing about the product options at retirement.

34% commented they did not know how to ensure they will not run out of money in retirement.

35% of pension holders know nothing about how stock market falls can affect retirement savings.

50% with a pension didn’t know a good amount about how to take money from their pension in a tax efficient way.

By obtaining expert financial advice, we can ensure you are on track to meeting your goals. By planning earlier, we can help you achieve a comfortable retirement.

Source Data : [1] The LV= Wealth and Wellbeing Monitor is a quarterly survey of 4,000+ consumers which examines their attitudes to spending, saving and retirement. The Monitor also surveys the attitudes of mass affluent consumers, those with assets of between £100,000 and £500,000 excluding property, who are a key target market for financial advisers. LV= surveyed 4,000+ nationally representative UK adults via an online omnibus conducted by Opinium in June  2021.

Personal Pensions

Whether you are self-employed, saving for retirement or looking to bring your pensions together. Personal Pensions are a versatile, tax-efficient way you can save for the future. 

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Stakeholder Pensions

Stakeholder pensions are an alternative way of saving for retirement, usually provided by a bank, building society or insurance company. The pension provider will invest the pension on your behalf. 

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Self-Invested Personal Pensions 

Take control of your retirement savings with a Self-Invested Personal Pension. Giving you the ability to invest exactly where you want, and how much you want. 

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Group Personal Pension 

GPPs is offered by employers to their employees to help save for retirement. They provide you with a tax-efficient way to save and give access to a range of investment options. 

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Need help to understand your options?

Before making any decisions about your retirement plans, it’s important to seek professional financial advice. This will help you understand all of your options and make the best decision for your individual circumstances. For more information or to discuss your requirements, please contact us.

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