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Pension Planning Orpington, Bromley , Kent, Sevenoaks.  Image of beach

PENSION AND RETIREMENT PLANNING

Whether your goals are to spend time with your loved ones, see more of the world or perhaps start a new hobby or interest, retirement is a time that most of us look forward to. 

Effective pension planning can help translate these goals into reality, ensuring your pension products work hard for you.

 

We can help.  Our team of Pension Specialists ensure they understand your goals and timeframes. 

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With this understanding, we can assess the performance of your current pension and recommend suitable  portfolios and investment opportunities to help you to maximise capital and income from your pension.

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Our retirement specialists also regularly monitor the performance of your pension, always considering how it can work better for you.  You too can keep an eye on the performance of your pension 24/7 via our online portal.

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Assistance can also be provided analysing your current schemes and deciding when and how to take the benefits from your pension.

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Remember that the value of investments can go down as well as up.

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Read more about pensions in our blog...

Would you benefit from a Financial Planning 'health check'? 

Why not book a free, no obligation meeting with one of our

Independent Financial Advisers today?

Financial Planning Services

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Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.

 

Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 8470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392

 

Culverhouse & Co Ltd is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.

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Details about our audit registration can be viewed at www.auditregister.org.uk under reference number C001690279.

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Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

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The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

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Content within this website does not represents financial advice. If you would like personalised financial advice please contact a financial adviser. 
Taxation is based on current legislation which is subject to change and will also depend on the individual circumstances of each investor. The value of your investments can fall as well as rise and investors may not get back the full amount they initially invested.  Past performance is not a guide to future performance. 

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© 2018 by Culverhouse & Co

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