Pensions

The flexibility offered by Personal Pensions has improved significantly in recent years. However the complexity of pension planning remains the same. Since the Pension Freedom changes introduced in 2015, there are more options but a greater level of personal responsibility. Making your assets last in retirement is vital and it is important to plan before as well as in retirement.

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Testimonials

Mark listened to our overall needs and prompted us with key questions to ensure we did not overlook any aspect of our present financial position. We liked his calm professional approach and both immediately took him. It was clear from the first meeting that he was highly experienced in his field. Mark has guided us through a detailed process to assess our appetite for risk as part of an overall review of our asset position. He produced a very helpful and professional report containing his recommendations. Mark also provided excellent inheritance tax advice regarding my SIPP and income tax advice related to my wife being able to invest annually in a pension scheme.

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