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Pension FreedomLifestyle Financial Planning

At Pension Freedom we believe in helping you identify, achieve and maintain your desired lifestyle without the fear of ever running out of money.

Whether you are starting out in your working life, are nearing retirement or already retired, we have a program designed especially for you.

We will definitively and reliably answer those big questions that matter

  • Where are you now?
  • How much longer must I work?
  • How much more must I save?
  • Where do you want to get to?
  • How am I to get there?
  • Could I outlive my money?
  • Can I continue to support my Lifestyle?

We have developed the tools to answer these questions so you can have peace of mind in the knowledge that the financial decisions made today will support you and your family throughout your future.

pension-freedom

ProgrammesYou can choose the best program for yourself

  • Medical Professionals

    Medical Professionals Consultants, GP's, Vets, Dentists, Pharmacists, Physiotherapists, Podiatrists, etc. As Medical [....]

  • Legal Professionals

    Legal Professionals During my 20+ years in financial services I have worked with many Partners and Sole Practitioners [....]

  • Business Professionals

    Business Professionals We work with Directors, Key Executives, Small and Medium Business Owners to take full advantage of [....]

How we do it?Simple. We have the tools...

With your plan in place it is now time to take action. We will ensure that, if required, you implement the correct financial products or [...]
  • We must get to know you. Understand what is important to you and find out what you want to achieve in your lifetime [...]
  • Having a full understanding of your needs and desires we can now take this into the future, see the resources in place which will allow [...]
  • With your plan in place it is now time to take action. We will ensure that, if required, you implement the correct financial products or [...]

BlogLatest posts from our blog

What is Lifestyle Financial Planning all About?
20/02/2019
Many people who have just begun working with us are surprised by how our planning process starts We don’t begin by talking about your current pension plan, or how much you’re saving Instead, we begin by talking about you, not your money Putting your life before your financial plan As[...]
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4 Tips to ease you into Retirement
06/02/2019
There are many reasons why people who could retire are hesitant to do so Some people think they need to wait until they’re 65 or older Others are worried about running out of money But many parents want to support their children through major life transition, like college, marriage, or buying a[...]
read more
Falling Markets
03/01/2019
It’s all about a Cool Head Big red arrows, panicked TV news experts, and the echo chambers of our social media feeds can make stock market volatility seem much worse than it actually is If you’re having trouble keeping a cool head about your own investments, take a deep breath and consider[...]
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