Drawing down your pension can seem very appealing and for some, it is. The main attraction is freedom and flexibility, you get to choose how much to take and when or even whether you want to leave some to loved ones.
But like all choices there are usually benefits and risks associated with each option. This could be around tax liability, guaranteed returns or just making sure your pot lasts as long as it needs to, to support you through life.
An expert adviser will guide you through these options to make sure you're fully equipped with all the knowledge you need to make the best decision for you, your family and your future.
Request advice here
Very glad I made appointment. Very useful consultation which has helped clarify my ideas about my pending retirement. Luke was very polite, helpful and not overbearing with information. Thank you very much. Much appreciated.
Darlington ClientJune 2018
Provided some clarity and feel that it will provide a good start towards retirement planning .
Stockton on Tees ClientJune 2018
Christine has been great through this process, really pleased with her service and attention she has given me.
Hartlepool ClientJune 2018