Pension tax relief – how to get a 75% return on your pension
December 2019Read more
As expert pension advisors, we know that it can be difficult to keep track of and manage your pensions.
Staying on top of your pensions isn’t easy, especially if you have multiple funds from across your career.
Don’t let your old pensions slow you down. Make your money work as hard as you do. Working with an expert financial advisor will ensure your pensions are in the right place and working hard for you.
Over the years, we’ve helped hundreds of people sort their pensions, helping them achieve financial independence sooner than they thought possible.
Take the first step today with a complimentary pension review. We’ll help you understand your pensions and advise you what to do with them.
“Frazer James was excellent. They helped me to understand my pension and have excellent attention to detail. I would definitely recommend to anyone in need of pension advice.”
Thomas Steel, Business Analyst
Our pension advice service helps you make sense of your pensions. We speak with your pension providers to find out:
You’ll have a much clearer understanding of what you’ve got and how it works. The first step towards understanding your pension is with a pension review.
Our pension review provides you with a clear summary of your pensions, summarising what’s working well and what isn’t. We will discuss your plans for the future and how these can be achieved.
Our expert advisors will then provide you with a pension action plan, detailing what steps you can take to improve your pensions. If you have multiple pots, we may suggest consolidating your pensions if it makes sense to do so.
It’s important to remember that the pension landscape will change over your working life. Conducting pension reviews regularly with an advisor will help to keep you on track to achieve your retirement goals.
By the end of the session, you will have everything you need to determine if we’re a good fit. If you decide that we’re right for you, we make things easy.
We’ll help you get financially organised and complete all the paperwork for you. We will make the ongoing management of your pensions simple and easy.
Each year, we will update you on your pensions, highlighting any changes we have made and anything you need to be aware of.
Are you looking to work with an independent pension adviser? Book your review now.
Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.