At Westminster Wealth Management, our highly-qualified, experienced, independent advisers will help you achieve your retirement goals.
Perhaps you require assistance with a specific pension problem, or want a full review of all your schemes with a view to consolidating. Maybe you are unhappy with how your pension has performed, or you would like more control over investment decisions. Whatever you need, we are here to help.
Your adviser will work closely with you to fully understand your current position and establish your needs. Then they will take you through a comprehensive process - backed by thorough research - to make sure you get the best value in terms of services and products. These can range from simple personal pensions and Self Invested Personal Pensions (SIPPs), right through to complex and unusual pension investments, such as unlisted shares and loans from pension funds to clients’ businesses.
At Westminster Wealth, we advise on all types of pensions through our unrestricted, unbiased and independent approach, including:
Personal Pensions, SIPPs, WRAP, RACs
Company Pensions, GPPs, SSASs and Group Money Purchase
Review and Transfer Advice (including Final Salary schemes)
Retirement Analysis and Forecasting (including pensions in divorce cases)
At-Retirement Planning, Annuities, Capped and Flexible Drawdown
And once we have established the right structure, we will provide you with an ongoing programme of regular reviews designed to ensure you build and develop your wealth.
Our guide to Retirement Planning can be found here.
The personal information disclosed will be treated as confidential and held in accordance with the Data Protection Act.
Past performance is not a guide to, nor does it guarantee, future performance.
You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested.
The Financial Conduct Authority does not regulate tax advice or trusts.