If you are approaching retirement, or recently retired, now is the time to get organised!
You have so many options at this point in your life, making the right choices can transform the decades ahead for you and your close family.
You may want to consolidate some pensions after retirement, or take a pension lump sum.
This could be invested to help loved ones long-term.
But crucially you will want to know you can comfortably afford a dignified retirement.
We will look at all the options from annuity, to flexi access drawdown, to investing the lump sum, and make it easy for you to choose the path you want to take.
Call on 0800 422 08 83 or click below to book a 15 minute callback. We will discuss your goals and arrange a free 45 minute online consultation:
We wanted to invest some of our £150,000 pension lump sum. Matthew designed a portfolio that is clearly better than the ISAs we have had in the past.
I had 8 pensions from my career and I just didn't know where to start. I am very grateful that I now I have a clear plan and am very confident that I can afford my retirement no matter what happens.
Average investors only achieve 8.7% returns according to J.P. Morgan, this is 8% per year less than has been possible EVERY year over the last 10 years.
£200,000 invested in a pension or ISA 10 years ago, achieving maximum market return would be worth £1,039,963. That's £839,000 growth.
Call on 0800 422 08 83 or click below to book a 15 minute callback. We will discuss your goals and arrange a free 45 minute online consultation:
My pension advice will be based on detailed research and evidence, to help you understand why it can work for YOU long-term. I will talk you through every step of the plan, to make it easy to understand:
The advice will assess the pros and cons, to reach a recommendation that covers these issues:
Defaqto research of thousands of investment funds will then be completed to build your portfolio.
If you choose to, we can offer a full implementation service which includes:
Matthew Tumbridge (MTFA) is an adviser with Julian Harris Financial Consultants, authorised & regulated by the Financial Conduct Authority. FCA Nos. 153566.
Matthew holds a Statement of Professional Standing from the London Institute of Banking and Finance.
Call on 0800 422 08 83 or click below to book a 15 minute callback. We will discuss your goals and arrange a free 45 minute online consultation:
If you think you may need financial advice, drop us a line and we will call or email you back as soon as we can.
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