Tailored pension planning solutions with transparent, straightforward pricing.
Every retirement plan is unique. Whether you're just starting to save, consolidating multiple pensions, or preparing for retirement in the next few years, we have a service designed for your specific stage.
All our services include clear written recommendations, ongoing email support during the engagement, and transparent pricing with no hidden fees.
A thorough review of where you stand right now. Perfect if you're not sure whether your current pension arrangements are on track or if you haven't reviewed them in years.
Anyone who hasn't reviewed their pensions recently or wants an independent assessment of their retirement readiness.
Strategic planning for converting your pension savings into sustainable retirement income. We balance your desired lifestyle with tax efficiency and longevity considerations.
Those within 10 years of retirement or already retired who need a clear strategy for making their pension last.
If you've changed jobs several times, you likely have pensions scattered across different providers. We help you consolidate them into a streamlined structure.
Anyone with three or more pension pots who wants simpler management and potentially lower fees.
Self-employment offers flexibility but requires proactive pension planning. We design solutions that work with variable income and business ownership.
Freelancers, contractors, and business owners who don't have access to workplace pensions.
For those within five years of retirement, this service ensures all the pieces are in place for a smooth transition from work to retirement.
Anyone within 5 years of their planned retirement date who wants to ensure nothing falls through the cracks.
Annual review and adjustment service for those who want continuous support. We monitor your pension, keep you informed of relevant changes, and adjust your strategy as needed.
Anyone who wants peace of mind knowing their pension is being actively managed and optimized year-round.
If you're not satisfied with the quality of our work within 14 days of receiving your final report or recommendations, we'll refund your fee in full. No questions asked.
If you're unsure, get in touch with a brief description of your situation. We'll recommend the most appropriate starting point at no cost or obligation.
Absolutely. Many clients benefit from combining services. For example, Pension Health Check followed by Consolidation. We can provide bundled pricing in these cases.
Most services are completed within 2-3 weeks from the initial consultation, depending on the complexity of your situation and how quickly you provide requested information.
Only if you choose our Ongoing Pension Management service. All other services are one-time fees with no recurring charges.
Contact us with a brief overview of your situation, and we'll point you in the right direction.
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