Our pension consultants can help you to position your pension optimally…
Many people spend 40 years paying into a pension without ever speaking to a pension consultant, all too often only considering them as retirement approaches when it can be too late to effect beneficial change.
Our pension consultants can help you to consolidate historic schemes into a single pension with a suitable and coherent investment strategy.
Pension rules have changed considerably in recent years and can now offer investors significant advantages for example some higher rate taxpayers can save as much as 60% tax on pension contributions and some pensions can be Inheritance Tax Free.
We can help with:
- Investment Management
- Wealth Management
- Financial & Tax Advice
- School Fee Planning
- Pension Advice
If you would like to speak to us please book a phone call by clicking here
Our meetings are always free and carry no obligation
Email us at email@example.com
Call us on 01635778888
Or come and see us at: The Old Brewhouse, Yattendon, West Berkshire, RG18 0UE