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Plan for the future you deserve.

Pensions & Retirement Planning

Whether it’s a long way off or just around the corner, retirement planning can help you achieve the lifestyle you really want. The introduction of pension freedoms means we all have more choice about how we access our money when we retire. But this also creates added pressure, as the choices you make today could impact on your quality of life during retirement.

We help you achieve your retirement objectives, whether that be reviewing all your schemes with a view to consolidating, considering transferring from one scheme to another, seeking more control over investment decisions. Whatever you need we are here to help.

Through being fully independent we have access to a huge range of pension providers ranging from simple Personal Pensions to Self Invested Personal Pensions (SIPPs) to more complex vehicles. Once the right structure has been established we then offer regular reviews designed to ensure you build and develop your wealth.

What our clients say

“I used B&E Financial for pension planning. Their expertise and support was invaluable in helping me reach a decision on pension provision that met my objectives. I have been happy to refer colleagues and friends to B&E Financial based on my positive experience”

D. Godfrey