
Retirement income
Multiple pensions? It's time to put the jigsaw pieces together. Let's talk about rationalising your options and maximising your retirement income.
Call us: 0800 434 6337 Mon - Fri 8am - 5pm
Financial planning after retirement. There's a Simple way to take back control.
Are you already retired or about to retire? Do you suspect that your pension arrangements aren’t delivering as they should?
Perhaps your family arrangements have become more complex since you made your plans. Maybe there are concerns about your legacy.
Now is the time to take back control by getting clear, expert impartial advice. Whatever the issue, we have the know-how to guide you towards better arrangements. To work in harmony with your goals for yourself and your family.
After listening and asking the right questions, we’ll:
Where there’s complexity, we’ll bring clarity. Plus tact and emotional intelligence, because we know that money matters within families are often highly sensitive.
Multiple pensions? It's time to put the jigsaw pieces together. Let's talk about rationalising your options and maximising your retirement income.
How's your pension looking? If the honest answer is you're not sure, let's change that. We promise simplicity, clarity and up-to-the-minute expertise.
Most financial advisors charge on average 0.85% of your total fund as ongoing advice fees. That’s where we are different, offering a fixed fee of £2,500 whatever your position.
User the slider to select the total value of your fund, then see how much you can save. Simple!
Typical ongoing advice fee
You save
Our fee
£2,500
Our team has over 80 years' experience helping customers plan and organise their pensions better. That means less stress and financial worry so you can get on and enjoy life knowing plans have been taken care of.
Read more about usMD and Advisor
Pension & Tax Advisor
Head of Paraplanning
Director
Senior Administrator
We communicate our costs in simple language, without the usual jargon
We provide full transparency so there are no hidden surprises
A quality service at a fraction of the price of many traditional advisors
A fixed fee service for both initial consultation and ongoing advice