Have you reached your lifetime allowance?

You’ve worked hard to save for your retirement

We want to make sure you’re not penalised for it

If you have built up significant pension savings, you could trigger the Lifetime Allowance tax charge.

A Wren Sterling independent financial adviser can tell you whether this applies to you and give you clarity on your retirement plans. Wren Sterling works with thousands of people across the UK to achieve their financial goals and an initial consultation is always free of charge.

Review your finances any where at any time with out personal finance portal

Why Wren Sterling?

We’re a national independent adviser, which means we can recommend pensions and investments from lots of different providers. We’ve helped thousands of people to get their retirement right and our client retention rate is over 95% year on year. But you don’t need to take our word for it. Lots of our clients have reviewed their experience on reviews.co.uk, the independent reviews platform.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.