Are your investments still performing as well as you hoped? Are they tax efficient? Paying too much in fees? Let us review them and give you peace of mind that they are in the best place.
We Will Review:
Are you paying too much?
How have your pension investments performed?
ATTITUDE TO RISK
Are you taking too much or too little risk?
Have they changed since you started paying into your pension? Do you now need Income or Growth?
Are you approaching retirement and need to make sure your plans are in place?
Where is best to take income from without paying too much tax?
IHT PLANNING - INHERITANCE
Should you take income from your pension or investments? Do you want to preserve your pension to pass on to future generations?
Do you have multiple pension pots?