Pensions and retirement planning

Plan a secure and fulfilling retirement with our friendly, expert advice. We’re happy to visit you at home or work, or for you to visit our offices.

Why choose Premier Plus as your trusted partner in building financial stability and growth?

Planning for a happy retirement...

Planning for retirement is one of the most important financial steps you’ll ever take. We’ll focus on your personal roadmap to financial security and peace of mind, ensuring your retirement years are everything you dream of. We offer:

Pension planning

Review existing pensions: We’ll review your current plans and ensure they align with your goals.
Workplace pensions: Navigate the complexities of workplace schemes and explore how to make the most of your employer contributions.
Private pensions: Want greater flexibility and control? We’ll help you find private pensions that match your financial objectives.

Retirement planning

Income planning: Understand how much you’ll need and explore sustainable income strategies during retirement.
Investment options: Balance growth and security by tailoring your investment approach as retirement nears.
Tax-efficient strategies: Minimise tax liabilities while maximising the value of your retirement savings.

Approaching retirement?

Annuity advice: Understand how to convert your savings into a guaranteed income.
Drawdown plans: Explore flexible ways to withdraw your pension savings.
Legacy planning: Protect your loved ones with inheritance strategies designed to preserve your wealth.

We are truly Independent Financial Advisers working locally for you.
Call us for your free initial consultation on 01480 477774

Our happy customers...

Financial planning can be a daunting business for the average layperson but we feel fortunate to have found in Jenny an adviser who provides such sound, knowledgeable advice in a clear and friendly way. Without Jenny we would have made some badly judged decisions, especially with regards to our pensions, because we didn’t fully understand the implications.

Jo & Derek – August 2023

Pensions and retirement planning

Why choose Premier Plus as your trusted partner in building financial stability and growth?

Bespoke solutions

Transparent advice

Trusted expertise

Go the extra mile

Planning for a happy retirement...

Pension planning

Retirement planning

Approaching retirement?

Our happy customers...

Get in touch.