Retirement Options?

Are you thinking about retirement?

When you attain age 55, you can usually access your pension savings plans. If you feel the time is right, you’ll find three main ways to take your benefits.

  • Secure Income

  • Flexible Access

  • Cash payment

How do we help you? We establish to your retirement goals, analyse your existing schemes, provide a cash flow plan of your income requirements and advise on the best way to access your pensions savings.

How much does it cost? The majority of our clients will have three pension schemes with a combined value of over £100,000 for the initial pension plan and cash flow analysis we charge £495.00

Plan your retirement with confidence

We can advise on:

Local Government Pension Schemes

AVC & FSAVC Pension Schemes

Pension Cashflow Reports (Best Options)

More Tax Free Cash v More Income

Retirement Advice

Pensions Options

Income Drawdown

Tax Efficient Drawdown

Annuities

Premier Financial & Estate Planning

Offices in Manor Lane. B62 8PU.

We are fully regulated by the Financial Conduct Authority.

20 years experince.

 

Premier Financial & Estate Planning

We are based in Halesowen and offer financial advice to our clients based in: Halesowen, Wolverhampton, The Black Country and Kidderminister.

  • Practice Practice Limited – we have been offering regulated financial advice for over 14 years.
  • Clean compliance & complaints record.
  • You have recourse to the Financial Ombudsman Service if you’re unhappy with any advice or financial products recommended by Premier Practice.
  • You are covered by the Financial Services Compensation Scheme.
  • Over £10 Million of Client Assets under Influence.

Reviews and Ratings for Financial adviser Richard Bishop, Birmingham