Pension Advice in Lichfield

Approaching retirement

Having built your pension pot over many years it is important to get professional advice before you decide to take your benefits. We believe that your hard earned wealth should last you a lifetime and where possible pass to future generations within your family.

Pension planning is no longer a straightforward process. The introduction of pension freedoms means you now have a range of options to choose from. The good news is that you have complete flexibility over when and how you take your pension.

This flexibility gives you greater control and with careful planning it can allow you to:

  1. retire early;
  2. repay debts using pension funds;
  3. pass pension wealth to your children and grand children

How can we help you?

Pension planning excites us. Why? We see the power of financial planning and the impact it has upon people’s lives.

We can help you answer important questions like:

  1. How much do I need to achieve financial independence?
  2. What is the best way to access my pension funds?
  3. How much pension income can I expect to receive?

Simplify your life

We can also simplify your affairs. Very often people come to see us with a number of pension plans and admit they aren’t sure what they have got. This is particularly relevant where people have had a number of jobs over their working life. Over many years, it is easy to accumulate bundles of annual statements and never fully understand what it is they are trying to tell you..

We love simplifying situations, cutting through jargon and explaining things in plain English. This helps you understand your current situation and will put you in an informed position.

Get in touch

We offer pension advice in Lichfield and the surrounding areas that incorporates wholistic financial advice to individuals and families who want to ensure they can retire when they want to and have a comfortable income in retirement.

Don’t just take our word for it, click here to see how we have helped people with their retirement strategies.

If you like the sound of how we work and the services we offer we would love to hear from you. Simply contact us for a no obligation, free initial meeting.