Call us on 01792 477763 Contact Us

Beneficial Retirement Choices

Have confidence in your pension and peace-of-mind to enjoy life now.

Retirement Planning
  • Home
  • Retirement Planning

Retirement Planning you can trust.

The new pension freedoms have given pension fund owners far greater flexibility and access than ever before. With these new retirement benefit freedoms comes responsibility to ensure that your largest asset in used wisely.

Pension funds can now be converted to cash at retirement in full or in part, fund a flexible level of ongoing income or be passed down to your spouse, children, grandchildren or friends as a legacy asset – choices unheard of previously. And, with these new choices comes the need for professional advice to guide you through the range of options available.

After planning for security and comfort in your retirement, and having spent years building up your nest egg, it’s important to get the most from your pension fund.

Download our free guide to retirement planning

A Guide to Retirement Planning

Maximise your returns with a level of risk you’re entirely comfortable with and make better informed pension decisions that are right for you.

Guide to Retirement Planning
Pension Advice

A feeling of control
James Thompson

Chris never pushes you in any particular direction. You end up making the decisions yourself, but doing it based on real numbers for each option.

Client Testimonials

Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service.

Read More

Our financial advisers have a wealth of experience helping clients with their pensions fund choices. We believe it’s important that you have confidence in your retirement income choices and the peace-of-mind to enjoy your whole life to the full.

Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Kate White

Kate White

Paraplanner Manager View Profile

Kate White

Paraplanner Manager

Call 01792 477763 today or contact us and we'll arrange an initial meeting at no cost, to discuss your circumstances and explain how we can help you.

Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service.

Financial News & Investment Views from our blog | Read More

Spring Daffodils
09 April 2019

Happy New Tax Year!

Out with the old and in with the new is very appt when talking about annual allowances. The last few weeks have been very busy as clients seek to take up their full ISA and pension contributions fo...

Read more...
Estate Capital Financial Management
09 April 2019

Estate Capital launches new website

We are delighted to announce the launch of our new and updated Estate Capital Website. The website has been totally rebuilt and has a number of new sections and additional content

Read more...