We give you the option of a secure video meeting which offers the same, in depth consultation and planning and the chance to ask any questions you may have.

Please do let us know at the outset if this is your preference and we’ll be delighted to facilitate this for you.

Pension Advisor – Forecasts & Reviews

Pension advice from a pension fund and performance review will show you what your existing pension/pensions may give you in retirement.

Our Independent Financial Advisers in Eastbourne, East Sussex are here to help with specialist pension advice. We help clients across Bexhill, Hastings, Lewes, Seaford, Newhaven, Crowborough, Uckfield, Tunbridge Wells, Brighton and Hove. As a result of recommendations from current clients we are providing pension advice well beyond the East Sussex borders too. To arrange a free initial discussion at your home, workplace or our offices contact us today.

Many people have no idea of the income they’ll receive in retirement. Even if you do, there could be a significant shortfall between what you need and what you are likely to have.

With so many funds under-performing and changes to the state pension announced, you need to make sure your payments are invested wisely to build a big enough pension pot to allow you the comfortable retirement you deserve. Our pension advice for individuals in East Sussex will help you to achieve just that.

Benefits of reviewing your current and/or preserved pension

  • Pension funds can be reallocated into a higher performing fund
  • Increase the value of your pension pot for retirement
  • Peace of mind your pension fund is working hard for you
  • Take control of your pension savings and retirement
  • Possibility of reducing your current pension charges
  • Multiple preserved pensions can be combined
  • Get an accurate picture of what you can expect to retire on

What pension advice you can expect from your pension review

  • Clear straightforward advice from our network of qualified pension specialists
  • Regulated advice with access to all pension providers
  • Better understanding of the pension process
  • No-obligation pension review, forecast and consolidation
  • Total control throughout the whole process
  • A clear fee structure if you decide to proceed

The price of units and the income from them can fall as well as rise. The value of this investment is not guaranteed and on encashment you may not get back the full amount invested. Past performance is no guarantee to future performance. 

“We found that Paul understood what we wanted from our pensions and savings, probably more than we did. His advice and knowledge were instrumental in securing the best possible return we could get.”
Jim & Marion, Etchingham, East Sussex.
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Don’t Get Stung

Don’t get caught out by pension scams – read our short post and if you don’t talk to us make sure you speak to a Regulated Independent Financial Adviser.

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Pension Monster

Enter some basic information and Pension Monster will create your tailored report which will show you some popular retirement options, and some product solutions. You can print off your report or email it to us when you are ready to get some advice. What’s more – It’s free to use.

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    We are not tied to any financial institution and therefore offer you truly independent advice

    A free, initial no obligation review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.

    If you are considering taking independent financial advice we would love to talk to you. Call us without obligation or complete the enquiry form and we’ll contact you as soon as we can.

    We are happy to serve clients with any level of wealth.

    Call 01323 403 444 or use our secure form via the button below.

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