Imagine what your pension could do with a little expert advice…
Tax-free cash
Welcome to independent financial advice!
Planning for retirement is a big deal; the choices you make now will shape your future. But don’t stress! We’re here to help you navigate the options and make decisions to fit your goals.
Since April 2015, the Pensions Freedom Act has given you more flexibility in retirement planning. But with choices, naturally, come more questions. Should you take your tax-free cash? Do you need a steady income for life? Can you access your pension whenever you want to? My Pension Expert is here to answer all your queries and guide you through the options.
Why independent financial advice matters
Wondering why independent financial advice is worth it? Well, there are two main reasons. First, it can help you unlock the potential in your pension so that you’re in the best possible position to meet your retirement goals. And second, it’s about the peace of mind that comes with knowing you’re making the right decisions for your unique circumstances. With expert guidance, you can make informed decisions that align with your unique goals and risk tolerance.
Retirement planning shouldn’t be a headache. Our service is designed to take the stress out of it, we’ve got you covered. And the best part? It’s all without the need for in-person consultations. We handle everything from explaining your retirement options to taking care of the paperwork, ensuring you have a clear path to retirement without the hassle.
Check out Bills journey to a flexible and happy retirement and how our independent financial advice is the key to achieving your potential. By working with our independent financial advisors, he optimised his pension, drawdowns and annuity, and created a strategy that allowed him to retire with ease. With our tailored advice, you can achieve the same peace of mind and financial freedom, knowing your retirement plan is designed just for you.
Improving your outlook
We’re here to advocate for your financial wellbeing.
If moving your pension or investments doesn’t benefit you, we’ll tell you upfront – no strings attached. We analyse your current situation thoroughly to make sure you don’t miss out on any benefits you’re entitled to.
Making things simple
Our job isn’t just to give you a personalised recommendation; it’s to make sure you understand it, too.
We’ll break down the options, explain why our recommendation is most suited to your circumstances, and make sure you’re comfortable every step of the way.
Protecting your interests
As regulated advisers, we take full responsibility for our advice.
Unlike a non-advised retirement route, if, by some highly unlikely chance, we steer you wrong and you suffer financially as a result, your money is protected by the Financial Services Compensation Scheme*.
Our service goes above and beyond to help you build the perfect pension plan that suits your retirement needs and puts you in charge of your future.
Seeking independent financial advice is important to understanding the legalities and options you have moving forward and our financial advisors are here to help you every step of the way, all from over the phone.
Find out more about our services right here.
Frequently Asked Questions
Need another question answering? Get in touch with us today.
Imagine what your pension could do with a little expert advice…
Your pension. it’s something you’ve worked hard to build, and we think you should be proud of it. Now that you’re thinking about retirement, we’re here to help you make your pot work harder for you.
Hear From Our Customers
See what our customers had to say about their experience with us
*The Financial Services Compensation offers protection in cases where clients receive bad advice in relation to their pension. It doesn’t cover losses incurred solely from poor investment performance.
