Retirement Planning Specialists in Birmingham.
We can advise you on:
- Pensions and Retirement Planning
- Defined Benefit Pension Transfers
- Pension Drawdown and Annuities
- Estate Planning (incl. Wills, Trusts, Lasting Power of Attorney)
- and more
Whether you’ve contributed to the same pension for 35 years, or you’ve a trail of pensions scattered all over. We’ll help you make sense of it all.
We’ll work with you to answer the questions keeping you awake at night, like:
Whatever the question, they usually all mean the same thing:
- Do I have enough and will I always have enough?
Our friendly team are here to help you answer them all, and more.
Using our unique PLAN HAPPY process, we’ll help you understand your pension options and explain how to fund your future.
Get advice on accessing your pensions
The normal minimum pension access age is currently 55. However, some schemes have rules where you may be allowed to access the plan early. We can establish the facts for each type of pension you hold.
Occupational Pension Transfer advice
We hold the permission of the Financial Conduct Authority (FCA) to advise on Defined Benefit (Final Salary and Career Average) Pension Transfers. This is not a service that all Financial Advisers can offer.
It’s free to find out if we can help
Call 01642 42 45 73 or fill in the form below and we’ll call you back.
What advice are you looking for?
Whatever you want to do in retirement, there’s a good chance we’ll be able to help you plan it.
So, whether you need:
- Retirement Planning Advice
- Pension Advice
- Final Salary Pension Transfer Advice
- Pension Drawdown
- Investment and Savings Advice
We’ll highlight your options and answer those all-important questions.
Essentially, it’s all about uncovering what keeps you awake at night and what your hopes are, then doing the money bit to work out how you get there.
What’s not to love about that?
Talk To The Experts
Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.
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"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"