Financial planning for retirement and pensions

Making the right choice for your pension

Pensions are a complex area that can present an array of confusing possibilities. Making the right decision on your choice of pension can make a significant difference to your future finances.

You will want expert, independent, professional advice to ensure that you make the right choice to secure your financial future, particularly with so many economic, political and legislative changes.

Pensions are a key element of the comprehensive personal financial planning service at Kreston Reeves Financial Planning Services. As chartered, independent financial planners, you can trust us to provide the highest standards of professional advice on pensions and all areas of financial planning to help you achieve your long term goals.

Our experienced pensions specialists can advise you on areas including:

• Personal pensions.
• Self- invested pensions for clients who wish to have more control over their personal investments.
• Annuity purchase when you wish to take your retirement benefits.
• Phased pension withdrawals and unsecured income plans for clients looking to take tax free cash while keeping funds invested.
• Advice on pensions and pension splitting in divorce cases.

We develop long term relationships with clients. We will review your options if your personal circumstances or the economic climate changes. We always endeavour to ensure that you benefit from our comprehensive expertise that extends from investments and wealth management to planning for long term care. As part of Kreston Reeves, you will also benefit from expert, specialist tax planning advice at every stage of your relationship with us.

Expert guidance from Kreston Reeves Financial Planning Services

Our team of financial planners will take the time to understand your circumstances and financial situation before making any recommendations. We can find out information about any existing policies you may have, by examining your current documentation. You can rely on our honest and unbiased advice to take in the whole of the marketplace and identify what will work to your best advantage. We can then tailor the options to suit your needs.

Speak to us about for help with your retirement and pension planning

Please contact us to discuss how our experts across the South East may assist with your own particular circumstances.

© Copyright Kreston Reeves LLP 2024. All rights reserved. Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Kreston Reeves LLP is a Limited Liability Partnership registered in England and Wales with registered number OC328775. Kreston Reeves Financial Planning Services Limited is an appointed representative of Craven Street Financial Planning Limited (Registered in England and Wales: 03852054. Authorised and regulated by the Financial Conduct Authority: 135202). Kreston Reeves Financial Planning Services Limited is registered in England and Wales with registered number 13241966. Kreston Reeves Private Client LLP is regulated for a range of investment business activities and licenced to carry out the reserved legal activity of non-contentious probate in England & Wales, reference number C002168789. Kreston Reeves Private Client LLP is a Limited Liability Partnership registered in England & Wales with registered number OC342713. Registered office: 37 St Margaret’s Street, Canterbury, Kent CT1 2TU.