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Gardening

Pensions & Retirement planning 

A comfortable retirement made easy
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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 – ensuring you’re getting the right tax relief on contributions and aim to maximize the income you’ll receive.

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Tax treatment varies according to individual circumstance and is subject to change.

Friends On A Walk
A tailored approach to suit your needs

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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.

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Transferring out of a final salary pension is unlikely to be in the best interests of most people.

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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.

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We offer advice on different aspect of pensions. including:

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  • Starting a new pension

  • Changing contributions to an existing pension

  • Consolidating two or more pensions

  • Taking benefits from your pension

  • Pension Switching 

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

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Pensions isn't the be all and end all!

Maybe you have maxed out your pension contributions for this year? 

If this is the case then maybe you need to look elsewhere to help your money grow!

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