PENSION REVIEW SERVICE
What stage of your pension planning are you?
Starting early is key to a secure future. We can help you understand your options, maximize your savings, and create a personalized investment strategy.
It's time to consolidate your pensions and plan your income. We provide tailored advice to ensure you make the most of your retirement years.
What does your free retirement consultation include?
We offer a free, no obligation chat to:
Discuss any concerns
Ask us any retirement related questions
Let us break down the technical jargon
Check whether you are on track for the retirement you want
Consider your broader financial position and any tax implications.
We will help you to make the most of the opportunities available to you.
What do I need to do before the call?
You don’t need anything!
It’s helpful if you have an idea of the value of your pension pots, and other investments such as ISAs and share schemes ahead of the call.
What if I don’t want any further contact?
You are under no obligation to speak to us after your initial chat.
We will not contact you after the call unless you want us to. And rest assured the call is completely confidential.
What happens next?
We offer a free, no obligation chat to:
Book your free consultation chat
Choose the best time for us to contact you
We’ll email you confirmation
One of our expert team will give you a call for a relaxed discussion about your dream retirement.
Start by consolidating your pensions?
We can help you to combine some or all of your pensions and contribute to a new plan.
If like many, you’ve had a few jobs over your career, you may have several pension pots dotted around. Some you may have even forgotten about.
Take control of your retirement today
““Retirement planning is not about how much money you have, it’s about how you use it.” ”
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Patrick Wayne wealth pension clients benefit from our commitment to ongoing reviews. This section provides a short guide as to why we do reviews. When was the last time your pension planning was reviewed by an expert?
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The reasons we conduct reviews for our clients are highlighted below. If you are not a client of ours already, the following questions may help you to decide whether you should get us to review your own pension plans.
Am I paying too much in charges?
Is the level of risk in my pension funds right for me?
Do my plans reflect my current circumstances?
Am I getting the maximum tax breaks?
Do I know how my past and current pensions all work?
How impressed am I with my provider’s service?
Am I on track for the retirement income I want?
There are essentially two reasons we are committed to ongoing reviews for our clients: to take account of changes in their own circumstances and aims, and, to ensure that any market developments are assessed.
Book at your convenience, schedule a free 20 minute no commitment initial chat with our financial adviser today
Call US
+44 1634 682813
Send a message
We aim to call back within two hours, if we receive message before 1pm.
Ask an Expert
Book a 20-minute chat on the link below.
If you’d like a free, no-obligation chat with a Patrick Wayne Wealth adviser to discuss your particular financial needs.
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