Pensions & Retirement Planning

You want to know that your pension will give you a comfortable retirement. Our friendly face-to-face service makes the process of getting there easy for you. That’s because our expert advisers take care of the complexities for you and make sure you’re getting the right tax relief on contributions and maximising the income you’ll receive.

We offer advice on all aspects of pensions and retirement planning, including:

  1. Starting a new pension

  2. Changing contributions to an existing pension

  3. Consolidating two or more pensions

  4. Taking benefits from your pension

  5. Transferring your pension

A tailored approach to suit your needs

Your circumstances and your aims are unique to you, so we get to know you well and tailor our advice accordingly. We’ll keep you informed as we review your pension over time to make sure it stays suitable for your changing needs, as well as changes in the market. All of this starts with a simple conversation, so you can tell us your idea of a comfortable retirement and we’ll tell you how we can make it easy.