Pensions Management
Our Financial Planners are able to advise on a strategy for managing all of your financial affairs, including guiding you through today’s changing pensions market and planning for your retirement. As well as sourcing the most suitable pension, our experienced team often advises on issues such as setting up a tailored Self Invested Personal Pension (SIPP).
A Self Invested Personal Pension (SIPP) is a personal pension that could offer a wider choice of investments, better control and greater flexibility than a traditional personal pension.
As part of this Discretionary Management service, our experts will build a clear picture of your needs, decide whether a SIPP is suitable and introduce you to our experienced Investment Managers to begin the process of selecting the investments for your portfolio. If a SIPP is right for you, you will benefit from the close relationships we have developed with the leading SIPP providers in the UK. By working with you over the long-term, we can also change your investment strategy as your individual circumstances change.
Read more about retirement planning.
For further information please complete our online form or contact us.
Please note, the value of your investments and any income from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.