Retirement Advice

In the biggest shake up of the pensions industry for a generation, new legislation that came into effect in April 2015 has seen all restrictions on access to retirees' pension pots removed, making it easier for you to use your whole fund as you wish. We are experts in providing pension advice, our overall aim being to help you understand how good retirement planning can help you face the future with confidence.

However, pensions are only part of the planning that is needed to ensure a good retirement. We take a holistic and tax-efficient approach looking at all your options, including ISAs and property: Our experience shows that the most successful clients have a range of products and assets to draw on in their retirement, not just pensions.

So if you're looking for retirement advice that takes all your option into account, not just pensions, then please contact ben@portland-fp.co.uk or call 01743 365 813. 

Ben Walters (DipFA MIFS) Principal, 95 Highfields, Shrewsbury, Shropshire SY2 5PJ

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