Pensions and at Retirement

“I want to retire comfortably”
“I want to pay less tax”

Retire Comfortably – Pensions

For most people who work hard for a living, it is hard to imagine the day when they leave their place of work for the last time. For many this day cannot come soon enough, for others it is a day of uncertainty and apprehension; Will I be able to live comfortably? Will I be able to cover my bills? Will I still be able afford to go on holiday?

Chartered Financial Planner – Mark Brayshay

mark

With over 30 years experience in financial services, Mark is a vastly experienced and highly competent financial adviser. Mark is one of the few Advisers who hold the title of Chartered Financial Planner (QCA 6) which is widely accepted as the industry “gold standard” qualification in the United Kingdom. He also possesses qualifications to advise in the specialist area of pension transfers.

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Mark is happy to discuss any areas of Wealth Management including:

  • Inheritance Tax Planning and Mitigation.
  • Pension planning including SIPPs, SSAS and the highly innovative area of family SIPPs.
  • At Retirement Options.
  • Tax efficient investment.
  • Divorce pension splitting.
  • All forms of pension transfer.

 

** Some of the above products/services listed above are not regulated by the Financial Conduct Authority.

Professional Pension Advice from Gregory Law FP

We can help you establish how much money you will need to retire on and as impartial advisers we can offer the highest level of advice in selecting the most suitable product and pension company to use.

If you are near to retirement then please don’t make the mistake of accepting the pension offered from your current pension company without looking at the options available to you on the open market. Call us for advice and the best rates available to you. And if you have lifestyle or health issues then we may even be able to add more value.

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These are questions that often go unanswered until the last minute – which is often too late:

  1. Do you expect to stop working one day?
  2. Would you like to have enough money to enjoy your retirement?
  3. Would you like to have a forecast of what your current pension provision will provide for you at retirement?

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If the answer to these questions is yes then please contact us for a full financial review on:
(024) 76 717 564 or click below to:

Contact Us Today »

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Our fees and charges vary depending on the Services we provide to you. We charge a fee of up to £250 payable at the outset and £250 payable when you apply for a mortgage.

Gregory Law FP (Financial Planning) Ltd act as a credit broker not a lender.