Pension planning is a complex area where you should seek professional advice. Our pension service includes:

  • Choosing the correct pension plan to suit your circumstances.

  • Advising you on your retirement options with a view to maximise your pension or your tax free lump sum or a mixture of both.

  • An appraisal of your ARF/AMRF funds.

  • Transferring from your current pension into another if you have left your employment or have been made redundant or the company that you have worked for has been wound up.

  • A review of your pension plans to include projected retirement benefits, details of funds invested and highlighting any shortfalls.

Therefore if you are self employed, a company director, an employee or are retired, our pension service could be of interest to you. To arrange an appointment contact us now.