Your pension is the key to your retirement.
The choices you make to build your pension in the years leading up to your retirement can make a huge difference to the quality of your retirement. But it’s a complex world and most of us usually only get one shot at planning our finances for retirement.
We commonly see our clients talk about the 3 Cs:
You’re probably feeling concerned about your retirement plans, confused about your options and cautious – you want to make the right decision.
Our advisers start by asking you about what really matters to you and your family.
This all starts with a brief conversation where you can ask about us, our processes and how financial advice could help you. We can also see how we can help you and then if we decide we want to proceed. There’s never a charge for having this chat and this is usually over the phone at your convenience.
If you submit your details here, we will call to set this up,
If you decide you want to go ahead, then we work backwards, looking at all your finances, including your pensions, investments and savings to recommend a plan to get you to the retirement you’re looking for. Then once the plan is in place, your adviser will review your arrangements at least once a year to make sure your plans stay on track.
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.
What’s more, we’re regulated by the Financial Conduct Authority, so you know you’re dealing with a professional organisation.
All our financial advisers are qualified to a minimum level of Level 4 Diploma in Financial Planning status and many have additional qualifications that mean they’re Chartered Financial Planners, experts in later life care planning, final salary pension schemes and more.
We’re based up and down the UK from 7 regional offices, with our advisers continually available via phone and video conferencing.