Private Clients: Pension Planning

Pensions and retirement planning can be complex, and it is crucial that you take advice in order to meet your objectives.

You may be looking for a longer term tax efficient savings plan to provide you with an income in 30 years time, or you may be looking to take an income now via Self-invested Pension Fund Withdrawal. Maybe you already have a pension, or several of them, and want to know what options are open to you for changing or improving your investments - perhaps you wish to consider a commercial property investment under your plan. The scope of our advice includes:

  • Personal Pensions
  • Stakeholder Pensions
  • Retirement Options (Annuity purchase, Pension Fund Withdrawal)
  • Executive Pensions
  • Pension Transfers
  • Self-invested Personal Pensions (SIPP)
  • Small Self-Administered Schemes (SSAS)

With a qualified adviser, reviewing the available options and deciding which are right for you can be easier than you may imagine - and all of Fleming Financial's consultants hold the industry standard Chartered Insurance Institute’s Advance Financial Planning Certificate Pensions (G60).

Contact us about your pension.

 

 

Telephone: 01752 262611 - Fax: 01752 667882 - E-Mail: directors@flemingfinancial.co.uk

Fleming Financial Limited is registered in England at Cobourg House, Mayflower Street, Plymouth, Devon, PL1 1LG. Company registration number: 04420757. Fleming Financial Limited is authorised and regulated by the Financial Services Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at customers based in the UK. Key Facts about our services.