Providing you with expert and professional advice for your pension requirements
We can help you plan to achieve the lifestyle you desire in retirement.
Receive the lifestyle you deserve in retirement with help from our trusted financial advisers. We offer face-to-face advice to help maximise your pension fund.
Are You Pension Smart?
- Is your pension fund performing well?
- Are you making the most of your available tax relief?
- Are you paying too much in fees?
- Are you getting the right advice?
As Chartered Financial Planners with over 25 years' industry experience, we can help you in the following areas:
- Calculate your pension
- Advice on Pensions Income Options
- Discuss investment opportunities for retirement
- Offer expertise on existing pension provision
- Advice on Pension Death Benefits.
Should you wish to find out more, please contact us.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.