Financial planning for the future and pension review.
Mr & Mrs L had several work place pensions and were unsure how much they would receive when they retired. They wanted to plan for their retirement and ensure their money was working as hard as possible for them.
We met with Mr & Mrs L to establish the details of their various pension funds and we looked at how each of these were performing.
We advised that it would be beneficial to consolidate the individual funds into one pot that could be effectively managed with maximum growth.
We also identified that Mr & Mrs L could draw down some of their capital now if they wanted, tax-free, whilst still protecting their investments.
Our review of Mr & Mrs L’s finances have enabled them to benefit from their cash whilst ensuring their pension funds continue to grow.
Our review has also enabled them to have a clear understanding of their current and future financial situation so that they can continue to plan for retirement.
I found Mark to be most helpful and professional, offering the advice I needed to prioritise and plan my finances for the future. I have had several meetings with Mark who I found to be most helpful and professional, offering the advice I needed to prioritise and plan my finances for the future. I held several workplace pensions from previous employers, Mark has helped me to plan for retirement by offering his company’s products which will help to grow my pension provision. He is very knowledgeable of the current tax rules and this has enabled myself and my husband to draw down some capital now when we can gain the most benefit from the cash while still protecting our investments.Mr & Mrs L, Huddersfield
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