NEED PENSION ADVICE IN WINCHESTER?
If you are looking for a local Financial Advisor who can help you with Pension Advice you’ve come to the right place. We’re a small Independent firm offering tailored advice to individuals and businesses across Winchester and Hampshire. We’ve been specialising in Pension Advice since 2006.
How our Pension Specialists in Winchester can help you:
Whether it’s building a plan for your retirement, helping you maximise your pension savings or just understanding what your options are, our specialist Pension and Retirement team are here to help you. We are experts in the complex area of Defined Benefit/Final Salary Pension Transfer and can provide detailed transfer analysis reports if you’re considering moving your pension.
Build a plan to meet your retirement goals
Provide an Independent Pension Appraisal
Take advantage of tax-efficient pension and savings plans to maximise your money
Consolidate multiple pensions into one easy-to-manage Pension Pot
Provide advice on all kinds of Pension Transfers
Specialist Defined Benefit/ Final Salary Pension Transfer analysis and advice
Call us today to see how we can help or contact us below to set up a free 20-minute consultation
OUR WINCHESTER OFFICE
2020 Financial Ltd, Basepoint Business Centre, 1 Winnal Valley Road, Winchester, SO23 0LD, UK
Call: 01962 657267
email: [email protected]
Appointments by prior arrangement only. Home visits also available on request.
WHY CHOOSE OUR PENSIONS ADVISOR IN WINCHESTER?
We do things a bit differently around here… there’s no stuffy old suits and hard sales. Our mission is to educate, empower and most of all to help you reach your goals. Because, when you’re confident with your financial plan, you won’t lie awake at night worrying about money.
Our customers like to stay informed, so we work with the latest technology to make that possible. Of course, you’ll have the normal face-to-face meetings with your dedicated advisor but you can also track your Pension and investments from your phone, tablet, desktop or even your smartwatch 24/7.
PENSION CONSOLIDATION
Could you be better off with one Pension pot? If you have multiple pension pots then Pension Consolidation could make it easier for you to track your money, control where and how you invest your pension and could reduce the fees you are paying.
Our Pension Specialists can help provide an independent appraisal of the pensions you are moving from and check that you aren’t giving up any valuable benefits, or incurring excessive charges by moving. You’ll be given a clear overview of any charges so that you can make an informed decision.
PENSION TRANSFERS
If you’re considering a Pension Transfer, we offer a free Pension Appraisal service. Whatever your reasons for wanting to transfer your Pension, be it early retirement, wanting to leave an inheritance or you feel you could make better use of the money outside of its current pension, our friendly team can answer any questions you have and advise on whether it may be in your interests to transfer your pension.
If you’re looking for Final Salary Pension Transfer advice our definitive guide is packed full of useful information.
We are authorised and regulated by the Financial Conduct Authority to advise on all types of Pension Transfer. All of our work is done ‘in-house’ and you will be speaking directly to a Qualified Pension Transfer Specialist.
MAKE AN INFORMED DECISION
Using your pension money now could help your finances but also affect your future. It’s important to receive expert financial advice so that you make an informed decision.
Whatever you choose to do, it’s important to understand the tax implications and consider all your pension options to avoid any unnecessary tax bills. If you would like to review your options, please contact us.
LUMP SUM WITHDRAWAL
If you’d like to find out more about tax-free lump sum withdrawal from your pension, including when and how you can access your money, our pension specialists are on hand to help.
AWARD WINNING PENSION PLATFORM
Track your pensions and investments 24/7, 365 days a year. Monitor your ISAs, shares, pensions, even your bank account, all on one, award-winning platform that you can access from your phone, tablet or desktop wherever you are in the world. You can also use ImpulseSave to top up your savings and investments with as little as £1.
WHAT OUR CUSTOMERS SAY
Leo Ruscillo
- Lucy Bramley
- Laura Green
- Jo Eagles
- Raglan Tribe
- Victoria Martin
People who receive financial advice are on average £40,000 better off than their unadvised peers
9 in 10 people were satisfied with financial advice received, with the clear majority deciding to go with their adviser’s recommendation.