Whether as a part of a wider financial plan, or on a stand-alone basis, we are experts in pensions. During a pension consultancy, we will advise existing and new clients on every aspect of their retirement planning strategies and help put in place a plan that will help our clients achieve the best financial position possible at retirement.
During your pension consultancy, the key aspects of any retirement strategy developed with our help are as follows
We will project future likely pension fund levels and compare them to pre-agreed targets with our clients. We can then set out appropriate annual pension funding levels taking into account current cash flow.
We will make sure the correct pension structure is being used to ensure you are maximising your tax relief
Pensions are generally long term investments. With our detailed investment analytics and research tools, we will work with our clients to set up an appropriate initial investment allocation and put in place a regular review process for the future. See our Investments page for more details.
High charges can have a serious negative impact on future pension fund values. We are financial advisors and research the market extensively to find good value, low-cost pension structures for our clients. We negotiate constantly with pension providers to get the best deals for our clients and have been leading the market in pushing for new transparent charging structure options.
As we are fee-based financial advisor, you can be assured that there are no hidden costs, hidden exit penalty periods or other nasty surprises. We are passionate about setting up all our client pensions contracts with complete transparency.
Whether you are looking for a second opinion on your current pensions portfolio, looking to set up a new pension, or looking to make changes to your pension, please contact us by phone, email or using our contact form below to arrange a pension consultancy.