Pension Planning
If you want to save in the most tax-efficient way, pension planning is a great way to do it. Plus, every month you put something away, you’re making your future more secure. Our pension advice UK service helps you identify old schemes or find a pension scheme that fits you perfectly.
Contact UsOur Retirement Planning Service
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Step One: Your first meeting
Book time to talk to us about pensions. We’ll take some personal details and talk through where you’re at financially. This one-to-one conversation helps us to give you tailored pension advice and guide you through your pension retirement planning journey.
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Step Two: Know your options
Once you’ve given us permission, we’ll take a look at your pension plans and the level of risk you’re comfortable with, then explore your best options. As a Partner Practice of St. James’s Place, our pension advisers offer trusted pension financial advice backed by the SJP guarantee.* St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products..
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Step Three: Your pension plan
Once we’ve explored all the options, we’ll come back to you with a customised pension plan. If you’re happy to go ahead, we’ll manage all the details and keep in touch each year to review your pension scheme’s progress and growth.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We’re Connolly Financial Planning
Pensions might just feel like a lot of paperwork, but to us, they’re all about the people. Based in Oakham, we’ve got a decade of experience in pension planning and love working with local residents, helping you plan for retirement and secure the future you want.
We’re a family-run business and we love our work, but when it comes to your investment, we take things seriously. We’re committed to helping you get the best advice about pensions, and we’re ready to explain every question and detail along the way.
Contact UsWHY WORK WITH US?
It’s about making things simple
Getting pensions advice might feel like a minefield. Where do you start? And who’s going to explain the small print? As a Practice Partner of St. James’s Place, we offer an advice guarantee, plus there’s no question too silly or too small for you to ask.
We’ll help you:
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products
Understand pension plans and options
Access expert pension financial advice from a qualified financial adviser pension
Create a tailored pension retirement plan
Get ongoing support from a dedicated pension expert
Would you like tailored pension planning advice?
If you’re looking for expert guidance on the best way to fund your financial future, just make an appointment. Our consultations are without obligation and we’re confident in finding the right answer for your unique situation.
- Would you like tailored pension planning advice?
- Need help to choose the right pension scheme or get pension scheme advice?
- Want to work with a trusted pension adviser or pension financial adviser?
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Fill in the form to contact Sean and the team today.