Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements.
Whether you need to set up or review existing retirement planning strategies, for you or your employees, we have ways to help you make the most of your retirement opportunities.
Maximising your Pension Fund
For high earners, there are plenty of opportunities to fund pensions, despite the Lifetime Allowance of £1.25 million.
Planning your Retirement
Helping you to plan for your retirement is a large part of our business.
When approaching this life stage, the right type of advice can make a huge difference.
Self-Invested Pension Plan
Self-Invested Pension Plans (SIPPs) give a much greater range of investment options than most traditional pension plans.
Planning your retirement with me puts you in control, so that you can be confident about your future pension.
We work closely with employers to ensure they understand the pension requirements for their business.
Expert and professional advice, which focuses on your requirements, is extremely important when self-employed.
We understand the priorities and concerns that face trustees and have a number of solutions that can help.