We will work with you to build your pension provision as well as advise you on the options available as you approach and reach retirement. The pension freedoms and flexibilities introduced in recent years means that many clients keep their pension funds invested throughout their retirement, and we ensure clients’ funds are appropriately managed and that clients are kept up to date with changes that may impact on their planning.
We provide specialist pensions planning and advice for limited companies and individuals. In addition, we provide a wider advisory service on pensions to cover related areas such as:
- Business succession planning
- The acquisition and sale of companies
- Pension switches and transfers
- Group schemes and personal plans
- Advising on Small Self-Administered Schemes (SSAS)