Retirement Planning & Pension Advice
Let’s build a plan to make your pension work for you
Planning for your retirement is one of the most critical aspects of financial planning. It’s never too early to start thinking about what your lifestyle after work will be like.
Speak To An Adviser Today
Why Work With Us?
Advice you can trust - We've been helping people like you with retirement planning for over 30 years.
Fund your dream retirement - We’ll guide you through the retirement planning process, prioritising the things that matter to you.
Clear and transparent advice - Plain English advice offering you the best possible solutions.
No obligation consultation - Get in touch today to find out more about our services and a fixed price quote.
What Our Clients Say About Us
Our Approach
Our financial plans empower you to manage your money, budget effectively, save for a purpose, and minimise tax. We’re committed to acting responsibly and treating our clients fairly, offering in-person meetings at our office or your home. We also offer remote video consultations.
Your Retirement Planning Options
Flexible Access Drawdown
Draw a tax-free cash lump sum and leave the bulk of your savings invested, giving you a flexible income you can draw as needed.
Pension Annuity
Eliminate investment risk with an insurance policy which pays you a guaranteed income for the rest of your life.
Speak To An Adviser Today
Send us your enquiry today …
Our practice director will call you back within 1 working day.
We'll discuss your current situation, your needs and objectives.
We'll give you a fixed price quote for our services.
We'll explain how our service works and the timeframes you can expect.
Those who take financial advice are on average £47,000 better off than those that don’t
FT Adviser, November 2019
Get in touch
Contact Neil Today
The Workers’ League House, 44-50 Royal Parade Mews, Blackheath, London, SE3 0TN