Retirement Planning

There are many different ‘tools’ used to save for retirement and the taxation and investment elements of pensions can appear baffling. We can explain, recommend and monitor pensions for you.

Whether you want to start saving for retirement, or are due to retire soon and want advice on your options our team of experts can provide you with the help you need.

The best of both worlds

Analysing and monitoring the enormous diversity of financial products such as funds, wrappers and platforms is a time consuming and costly process. And that is time that someone has to pay for. Ultimately, that’s you.

Having worked with a wide range of clients in all areas of financial planning, it became clear that using a tailored range of handpicked solutions could help with this.

Together with some of the most modern and efficient products available, this has proven to be the best way to cater for many of our clients’ financial needs.

So, by restricting our comprehensive advice service to a carefully chosen range of products and providers, we are able to remove that complexity and therefore keep costs low, and focus on providing great service.

Furthermore, if an occasion ever arises where we are unable to meet any specific need you might have via our chosen providers, we are able to search the broader market for an appropriate solution.

We believe this approach offers our clients the best of both worlds: a first-class range of providers and products designed to meet the vast majority of their needs at a reduced cost, with the capability to look more widely should the need arise.

The analysis is carried out centrally at Quilter Financial Planning Ltd to ensure the offer is of the highest quality, and that it remains up-to-date and appropriate to meet your needs both now and in the future.

We can assess your existing arrangements including occupational schemes and arrange for a state pension forecast.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.