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Primary Financial Management Limited is Authorised and Regulated by the Financial Conduct Authority.

 

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

 

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Pensions

Forward planning for your retirement - Advice on pension products.

RETIREMENT

It's never too early to start a pension. Planning for your retirement is something that many people don't think about because it seems such a long way off but the earlier you make pension plans and start saving for your retirement, the easier it will be.

 

There are a number of options when planning for retirement so it pays to talk to a professional adviser to ensure you set off on the right path. We can explain clearly the options available and recommend the most suitable pension products to meet your needs and achieve your long term goals.

When was the last time you checked how your pensions performing? If you don't carry out regular reviews on the performance of your pension you could be losing out and even find your pension will not provide you with the comfortable retirement you are looking forward to.

PENSION REVIEW

For totally impartial and practical advice, please contact us using the message facility or give us a call. You can be assured you will receive our prompt attention.

We can provide an impartial assessment of your pension products and advise you in plain jargon free terms, exactly where you stand and how your plans are performing.

 

If we find your plan is meeting your current requirements and performing well it may well  be a case of staying as you are but if we feel you may benefit by transfering your pension to another provider, we will recommend a more suitable product, we will also explain clearly the benefits and options to help you make an informed decision if it's in your best interests to make the change