Independent Financial Advisers in the heart of Cheshire
Northwich | Warrington | Chester | Knutsford | Tarporley | Frodsham

Skip Navigation Links
Skip Navigation Links > Retirement
Retirement Income

You should regularly review your investments, retirement savings and be working towards a goal. Do you know how much your pensions are worth now? Or what income you can expect in retirement?

Pension consolidation is a common objective for many of our customers. If you have you built up various pensions throughout your career like many of our clients you may wish to consolidate and simplify thus making it easier to monitor and keep track.

…But, please ensure you speak to a qualified financial adviser before you make any changes to an existing pension policy. If you don’t, you are at risk of losing a precious guarantee which might be attached. - We will help you avoid such pitfalls.

At the other end of the scale, taking no action and ignoring an old pension for 10 or more years (as we often see) can be just as damaging to the future value of your pension and the benefits you receive.. So please don’t do that either!

Annuity

An Annuity can pay a fixed guaranteed income for life but there are many different options that you may not be aware of when purchasing.

The income offered by your existing pension provider may not be the best deal for you. Using the OMO (open market option) may help you receive thousands more in income over the life of your plan.

With our support you can ensure you get the right deal for your circumstances.

No obligation, initial consultation at no cost to you, contact us you arrange an appointment at a time and place to suit you.