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Pensions are a vital long term asset. But these days they can also be complicated and confusing.

We are here to help guide you through your options, which can include:

  • Reviewing and consolidating existing pension pots
  • Making the right level of contributions
  • Choosing the right investment strategy
  • Providing for loved ones and inheritance planning
  • The potential benefits and pitfalls of transferring out of an employer’s defined benefit pension scheme
  • Making use of your annual allowance and lifetime allowances
  • A self invested personal pension (SIPP)

We’ll give you a written report - your Wealth Plan - clarifying what you need and explaining the best ways to achieve this. We go through this with you and when you're happy with it we'll put it into action for you. From then on, we keep it under review to check that everything is on track.

Click here to contact us or call 01732 758 655

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.