Unlock Cash From Your Pension

Get in touch with our Independent Financial Advisers today

If you are Aged 55+ with a UK Pension you are not currently receiving? You can release up to 100% as a cash lump sum – up to 25% Tax Free*. Find out more by contacting our Independent Financial Advisers, All advice is objective, well researched and specific to your needs and priorities. Initial consultations are at our expense and with no obligations.

What can you gain from Early Pension Release/Transfer?

A Lump sum to provide cash now
You can also leave the rest invested in a trusted scheme to provide cash for another time
Transfer to a UK approved pension contract that gives you control over your money. You can then access your money when you need it, a bit like you could with a bank savings account
Transfer your pension to a scheme that will allow you to pass 100% of your fund to your beneficiaries in the event of your death

Your first step towards being financially well organised, is just a few clicks away.

Once you’ve sent your enquiry you can expect a response within 48 hours. please include as much detail as you can in your enquiry.

**This service only applies to pensions in the UK. Taking benefits early will almost certainly reduce your pension income in retirement and is only suitable for a limited number of people and circumstances. This should not be seen as an easy option for raising cash. * up to 25% of your encashed fund is tax free, the rest is taxed at your marginal rate when you take it, which could change in the future. **Death Benefits are paid free of tax if you die before age 75; death after 75 is taxed at the beneficiary’s marginal rate

It’s all about you

Before you talk to us…

… take time to think about your future and whats important to you and your family, think about what you might need in terms of future income, larger amounts you may require and most importantly what you may want to do to make you and those close to you happy.

We all need a passion and to feel we have a purpose, have you thought what yours is? Its generally whats important to us and what makes us feel happy and fulfilled. We see our role as your financial planners and advisors to help you achieve it.

In the meantime, please have a look round our site and have a good read of anything you like the sound of.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Ready to get in touch?

Get in touch with our Independent Financial Advisers today

Here’s how it works…
  • Initial Consultation at no expense to you. We will offer as much advice as we can.
  • You’ll receive a quote normally provided at the meeting for your consideration.
  • We can either come to you to help us get a better understanding of your situation at first hand or if you prefer to visit us to see our set up, that’s fine. You choose.
  • The meeting is completely without obligation.

 

If you already have an Financial adviser or Planner, the changeover is very simple and we take care of it all for you.

CALL US TODAY

 07958-601-908

OR

Complete the below form and one of our Independent Financial Advisers will contact you.

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