Are you confused about your existing pension and what it will provide for your retirement?
Have you worked for lots of companies and been left with partly funded pensions?
Or have you simply been meaning to set up a pension, but haven’t quite got there yet?

Our pension review service is designed to help you take charge of your retirement. We take a comprehensive look at what provision you have, consider how this fits in with your plans and then suggest the best option going forward.

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Personal Transfers Investing Divorce

Personal Pension

After spending some time understanding your budget, risk profile and likely time to retire, we’ll help you make arrangements for your contributions to be paid into what’s known as a ‘defined contribution’ pension.

If you haven’t got a workplace pension, then a personal pension is likely to be a great way of saving for retirement.

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Whether you want to combine your various pension pots to simplify your savings, reduce your fees, increase flexibility, or perhaps generate more income, our pension transfer service is designed to help you take charge of your retirement planning.

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Investing monthly

The earlier you start, the larger your savings pot is likely to be.

We’ll help you with your budget to establish an affordable savings plan that will build towards a pension pot large enough to support your retirement.

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Divorce, dissolution & separation

As a pension can form a large part of a couple’s assets, it’s important to receive advice regarding any funds you are likely to receive from a pension settlement.

We will explain the process and provide you with advice and practical support to organise a pension to allow you to receive the funds.

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Contact Us

phone icon01892 517171

email iconinfo@wellsfinancial.co.uk