Invest wisely, retire confidently.
Re-imagine your retirement years with smart pension and investment choices.
How we can help.
Pension and Investment options are typically viewed as being complex and difficult to understand. However, the basics are relatively simple to grasp, and taking the time to understand them now could have a big impact on how your money works for you.
Recent changes to pension regulations mean that you now have more choices with what to do with the money you save. Starting at age 55, your 'pension pot' becomes accessible, with the options to take it as cash, access income payments when needed, or securing a regular income for life.
Retirement planning is never a case of ‘one size fits all’ so obtaining tailored financial advice, alligned with your unique circumstances, is crucial. Understanding the array of options available and their distinct tax implications is paramount in crafting a retirement strategy that suits your needs.
What to expect
Review
Full review of your current financial position.
Goals
Immediate and future goals (financial and other) discussed and documented.
Research & Report
Locate funds in alignment with your attitude to risk and aspirations.
Presentation
Potential funds and cashflow model presented to you.
Decision
You make the informed decision whether or not to proceed with the advised route.
Transfer
We will request the transfer of your existing funds to the new fund(s) and managing rights transferred to Need Financial Planning.
On-going Management
Dedicated, professional management to ensure continued and proficient monitoring of your funds.
On-going Reviews
Regular reviews with your adviser to ensure funds evolve alongside your goals, attitude to risk and life events.
What to expect
Review
Full review of your current
financial position.
Goals
Immediate and future goals
(financial and other) discussed and documented.
Research & Report
Locate funds in alignment with
your attitude to risk and aspirations.
Presentation
Potential funds and cashflow model presented to you.
Decision
You make the informed decision
whether or not to proceed with
the advised route.
Transfer
We will request the transfer of your existing funds to the new fund(s) and managing rights transferred to Need Financial Planning.
On-going Management
Dedicated, professional management to ensure continued and proficient monitoring of your funds.
On-going Reviews
Regular reviews with your adviser to ensure funds evolve alongside your goals, attitude to risk and life events.
Our Bookshelf
Your go-to resource for insightful economic reviews, comprehensive tax guides, and engaging finance magazines. Delve into a wealth of knowledge curated to empower your financial decisions.
Stay informed, subscribe today!
Get our latest publications sent straight to your inbox! Stay informed about the latest trends, strategies, and updates in the world of finance.
We're here to help you navigate the complexities of finance confidently.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.IMPORTANT: With investments, your capital is at risk. Pensions and investments can go down in value as well as up, so you could get back less than you invest.
Need Financial Planning Ltd is registered in England and Wales no. 10901658. Registered office, 123 High Street, Broadstairs, Kent, CT10 1NQ. Authorised and regulated by the Financial Conduct Authority. Need Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 977136. If you wish to register a complaint, please write to [email protected] or telephone 01843 228800. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2022 Need Financial Planning Ltd. All rights reserved. Privacy Policy | Disclaimer | Cookie Policy