Financial Planners


It is NEVER too early to start thinking about Retirement Planning.


Inheritance Tax & Succession Planning

To transfer pension or not to transfer

Provision for Income in Retirement

Retirement – Our expert pension advisers will support you at every step and do most of the work for you.

Expert retirement planning advice is invaluable  to ensure comfortable living in later years.

The earlier you start the more munificent will be your Pension reward. Put your trust in the skill of UK leading Financial Planners – Chartered Financial Planners.

Chartered Financial Planner is the widely accepted Gold Standard qualification for UK professional financial planners & financial advisers.

In 2005, the Privy Council authorised a Chartered Financial Planner title for these high achievers.
All Chartered Financial Planners must have at least five years’ relevant professional experience and commit to continued professional development. This means that their knowledge is completely up to date with the latest financial regulations.

Chartered Financial Planners are experts when it comes to Retirement.
There are a number of options to boost your Retirement Funds

(i)   Equity Release- also called Lifetime Mortgages
This is process of borrowing against the equity you have in your Home. Ask your Chartered Financial Planner about including equity release in your overall retirement planning.

(ii)  Pension Drawdown
This process allows you to withdraw funds from your pension pot. Again use your Chartered Financial Planner to handle the tax implications & to calculate the changed pension levels.

(iii) Pension Tax Relief
Many higher rate tax payers do not realise that they can claim an extra 20pc through their self-assessment form. Contact your Chartered Financial Planner for details.

(iv) Teachers’ Pensions
Certain Companies, with Chartered Financial Planners, specialise in Teachers’ pensions.

(v)  Self Invested Pensions
A Self-Invested Personal Pension or SIPP is a UK Government approved Personal Pension Scheme. Individuals may choose from a range of HM Revenue and Customs approved investments. The expertise of the Chartered Financial Planners is recommended.

(vi)  Occupational Pensions
The best of all – also called a Company Pension scheme – as it is organised by the Employer.
An Insurance company could run it or it could be set up as a Trust & run by Trustees.

When you use a Chartered Financial Planner for your Retirement Planning you are dealing with proven professionals.

Get In Touch

ONLY UK Financial Wealth Management Companies with Chartered Financial Planners on staff are eligible to be listed on this site. Investors only want the Best.

2 + 8 =

As Winston Churchill said “ I am easily satisfied with the very best ”

Chartered Financial Planners are just that – the very best.