Pensions

Pensions

We provide independent financial advice to individual and corporate clients who require assistance in finding an ideal pension solution.

If you have an existing policy or a frozen pension and would like to identify a more appropriate solution that fulfils your current financial objectives, our specialist independent advisers may be able to help. We understand you may have different financial needs at various stages of your life so we work hard to find a pension fund that works for you and your personal situation.

If you are an employer, we aim to support you through the automatic enrolment process to ensure the most appropriate scheme for your business and your employees is designed, implemented and reviewed.

With so many different pension plans available, you can trust our professional advisers to explain all your available options and find the appropriate one for you.

Individual

  • Personal pensions
  • Stakeholder
  • Closed schemes
  • Flexible access drawdown
  • Frozen pensions
  • Estate protection
  • SIPPs (Self Invested Personal Pensions)
  • SASS (Small Self Administered Scheme)

Corporate

  • Auto-enrolment
  • Group schemes
  • Employee benefits
  • Employer benefits
  • Exit routes
  • Final salary schemes
  • Trustee investment responsibility
  • Specialist tax planning advice

Pensions are a long term investment. You may get back less than you put in. Pensions can be and are subject to tax and regulatory change therefore the tax treatment of pension benefits can and may change in the future.

What our clients say...

"I did not realise there were so many options on how to take my pension at retirement. Chesterton Grant carefully explained them all in simple English before I made my decision. Ben has been instrumential in helping me plan my finances and I would be happy to recommend both him and Chesterton Grant."

Chris (North Wales)

Call 01244 526888 or Contact us to find out more


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