If the earning class wants to focus on enhancing its income, it needs someone to take care of its surplus and keep its financial life in order.
Today we see a lot of people aspiring to invest wisely but their thirst does not get quenched as they are not served with what they want, proper guidance from the field experts.
My Pension Advisor is the leading wealth management company and the mission is to provide high-quality financial advice to our clients with a team of financial advisors experts. We help clients align their investments with their financial goals and manage portfolios for them.
Local Pension Advisor
Finding the perfect pension for you, whether you already have pensions in place, either workplace or private, or if you are at the beginning of pension planning process our pension advisors will ensure you have the best strategies in place. He will ask about your finances, personal circumstances, your future goals and how you feel about taking risks with your money. This will help him to recommend retirement income products like Flexi access drawdown, different types of annuity that are right for you.
Regulated Pension Advisor
A regulated pension advisor will be authorised to give you advice related to your investment options, help you with your pension pot, retirement planning, equity release. He shall go beyond the mere provision of information and will likely influence customer’s decision whether or not to buy or sell. If you are in a defined benefit pension scheme or have a guaranteed annuity rate and your transfer value is more you can rely on our regulated advisors before you can transfer.
We have a team of specialists who maintains current knowledge of client-specific plan provisions. He is problem-solving and has analytical capability to perform calculations using tools provided on pensions plans and payment elections. Our pensions specialists can assist you in clearly understanding your pension options like a stakeholder, personal pension and self-invested personal pension. He helps you to file and process plans in accordance with federal and company regulations.
He is rightly said as a money manager or portfolio manager as he will help individuals and companies to reach their future financial goals with strategies to create more wealth. If you are looking for advice on investing in securities such as stocks, mutual funds, bonds or exchange-traded funds an investment planner is the best option to approach to as understands the risk tolerance of their clients and the expected rate of return on their investments. He will ensure to arrange liquidity for his clients and smoothen contingencies for him.
Local Independent Financial Advisor
We have a team of professionals who will offer independent advice to you for your monetary benefits which include advice on legal matters and tax-efficient fund flow. Be it a mortgage, savings and insurance paperwork they possess a high level of financial expertise. Hiring an independent financial advisor will certainly save your time and save you from stressful money management for the future. They will guide you in realistic planning and execution. For instance, if you do not have any retirement savings or other investments, they point our importance of those funds.