Pensions and Retirement
Plan your Pension Funding and Retirement Options
If you're looking at pensions and retirement planning, call Quilter Financial Advisers situated in St Lawrence and surrounding areas. I can help you understand your options.
Retirement planning you can count on
Need help planning your pension? For excellent retirement planning services, you can rely on Quilter Financial Advisers. I can help you with pension planning, retirement planning and funds management.
After putting in decades of hard work, you deserve to retire with a secure, fixed income, that helps you do the things you love. By exploring your pension and retirement planning options with me, you can have the security and peace of mind you deserve.
What can I help you with?
- Pension planning
- Retirement planning
- Life stage financial structuring
- Retirement wealth structuring
- Retirement planning for your employees
You can prepare for your retirement on your own terms
Once you begin to earn a fixed income, I'll help you save, budget and plan for your future. This includes, planning for emergencies, pension and retirement. I'll create realistic financial goals that you can achieve and that give you stability.
I'll strengthen your safety net through smart investments and wealth structuring strategies. Whether you'd prefer a tax-free lump sum or a fixed monthly income from your pension fund, I can help.
How to achieve a prosperous retirement
Sadly, very few people can solely rely on their work pension to live comfortably. In order to live a prosperous retirement, you'll need to look into the following:
- Investments
- State pension entitlement
- Personal pensions
- Wealth structuring
- Acquiring any suitable insurance plans
- Planning future taxes and current borrowings
Retirement planning Warnings
The value of pensions and investments can fall as well as rise. You may get less than you invested.
Tax Treatment varies according to individual circumstances and is subject to change.
Pensions are long-term investments. Although the fund value may fluctuate, the eventual income you receive may depend on the size of your fund at retirement. It also is impacted by future interest rates and tax legislation.
Any Mortgage Advice will be referred to a suitably Qualified Quilter Financial Planning Mortgage Adviser.
Tax Planning & Employee Benefits are not regulated by the Financial Conduct Authority.
For information on pension funding and retirement options, call Quilter Financial Advisers situated in
St Lawrence, Essex
07833 224 227
Quilter Financial Advisers Limited is registered in England & Wales, No. 04795080 Registered Office: Senator House 85 Queen Victoria Street, London, EC4V 4AB United Kingdom.
Quilter Financial Advisers is a trading style of Lighthouse Financial Advice Limited which is an appointed representative of Lighthouse Advisory Services Limited who is authorised and regulated by the Financial Conduct Authority. Lighthouse Financial Advice Limited is a wholly owned subsidiary of Quilter Financial Planning Limited, which is part of the Quilter Group of companies.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Approver Lighthouse Advisory Services Limited 25/04/2023 Ref 1815806
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