Make sure you have contributed fully for 2017/2018 in your pension. The tax year finishes on the 31st March. Call us today on 01706712141
We can set up a new pension or realign your existing pensions to ensure it is invested in a way that you are both comfortable with whilst being aligned to your financial goals. We can review your existing pensions and advise on what that might mean for you in retirement.
It is common for people to accrue several Personal Pensions over their lifetime, through changes in employment or by their own initiative. Ask yourself:
- Are you paying out multiple management fees because you have more than one pension pot?
We can consolidate all of your pensions into one easily managed pension that reduces additional costs.
- Are you invested in a Fund that has no chance of meeting your retirement goals now your ex-employer has stopped paying in?
We can review your existing pension and make any changes required to get you back on track
- Do they form part of a coherent financial plan to help you get the retirement you desire?
Our team of IFA’s can review your lifestyle goals and design a realistic plan offering peace of mind for the future.
- Do you know?
Personal Pensions is an area of financial advice in which we are experts. Our Team of IFA’s can assess your pensions and see if they are on track for your retirement goals. You can either visit our offices in Rochdale or Worsley or we can visit you. Our Financial Advisors cover Manchester, Oldham, Bury, Prestwich, Salford and across the North West. Get in touch for a FREE no obligation meeting.