Do You Need Help With Pension Advice and Retirement Planning?

BOOK A FREE CONSULTATION

Pension Advice and Retirement Planning

Pension Advice and Retirement Planning from ASC Financial Solutions in Milton Keynes, Leighton Buzzard, Buckingham, Winslow and Aylesbury

A pension is simply a method of saving for retirement. The Government offer tax advantages to encourage individuals and companies to invest in pensions for their retirement.

You can invest with a lump sum and/or regular savings and the sooner you start, the sooner you will enjoy the tax advantages and also minimise any pension shortfall. Also, you may have an existing pension scheme you may wish to review.

Today there are a number of tax efficient ways of providing for a comfortable retirement. The area is complex and choosing the right vehicle requires a detailed understanding of your personal circumstances to find which is most appropriate for you.

So whether you are looking to start a new pension or review an existing one, we would be happy to help. We can search the whole of market using the UK’s leading pension providers.

Our service is not a ‘one size fits all’. We believe you should have options so you get exactly what you need.

What you receive from your pension will depend on the performance of your fund which can go down as well as up in value.

Request an appointment with a Financial Adviser in Buckinghamshire, Bedfordshire or Hertfordshire.

Alternatively, to discuss your circumstances with a qualified adviser now, please contact us today on 01908 260033.

A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

retirement planning

How does a pension advice service work?

As experienced independent financial planners, ASC Financial Solutions are your perfect choice if you’re looking for pension advice you can trust. Our pension advice service will start with an initial no obligation free consultation meeting where we will discuss your situations and your requirements in a relaxed and friendly meeting environment.

Following our initial discussion we will commence our fact finding about your current pension situation, asking for some basic information from you or your pension provider.

As part of our pension advice service we will ask you some questions about your retirement plans, such as what age you plan to retire and what your planned retirement lifestyle will look like.

Pension planning from ASC Financial Solutions

Once we fully understand your current pension situation and your retirement goals we will provide our professional advice on whether your current pension situation is suitable for achieving your retirement goals. As part of our pension planning service, we will present some alternative options which could be more suitable for your individual needs and pension objectives.

What is retirement planning?

Our pension advice and retirement planning services are closely linked. A pension can often be your main source of income when you retire, as such a pension is often a key part of your retirement planning discussions.

At ASC Financial Solutions our retirement planning service will take into account your current financial situation, your planned retirement age and your retirement goals. Once we have all of these key pieces of information we will work with you to create a clear and realistic retirement plan.

Creating your first retirement plan

If you haven’t thought about your retirement plans yet, don’t worry we can help you start from scratch. We will discuss any existing pensions with you and help to workout your desired retirement age and some retirement goals that will fund the lifestyle you want when you finish working.

Pension advice and retirement planning in Milton Keynes and Buckinghamshire

If you would like some independent pension advice or help with you retirement planning, then ASC Financial Solutions are local and friendly pension advisers that you can trust. We are independent pension advisers serving Milton Keynes, Buckinghamshire and the surrounding areas. Please get in touch for a free initial consultation via the contact us page.

pension advice and retirement planning in milton keynes

Meet Our Senior Team

We have an excellent team of friendly and professional staff including client service managers and financial advisers.

Adrian Cook
Adrian CookDirector
I have over 20 years experience in the financial services world offering quality independent advice to both personal and corporate clients. I offer a personal service and specialise in wealth management and retirement planning and assist with clients at different stages in life. In my spare time, I enjoy spending time with my family, holidays and eating out.
Daniel Piggott
Daniel PiggottSenior Financial Adviser
I’ve been working in Financial Services for over 20 years now and still continue to take great pride in helping my clients by providing clear guidance and good honest advice. In my spare time, I thoroughly enjoy spending time with my daughters and when not acting as their personal chauffer I’m a great fan of live sport and attend as many events as possible.
Emma Money
Emma MoneyOperations Manager
I have worked for ASC Financial Solutions from the very beginning in 2007 ensuring the business runs smoothly and efficiently behind the scenes. Outside of work, I enjoy spending time with my husband and young daughter, dining out, shopping and travelling.
Michael Hearn
Michael HearnRisk Manager
I joined ASC in May 2014 and have completed the Diploma in Professional Financial Advice. I take pride in the service we offer our clients and the advice we give. In my spare time, I enjoy playing golf and going on holidays.

Our Clients Say

“I found Adrian and his team to be very professional. When reviewing the options, the past, present and future proposals were explained clearly and concisely. I was able to contribute to my own future plan and therefore feel confident in its future success. In summary, very positive and cannot praise the advice given enough.”

MR F

“We find ASC a friendly, honest and professional company who really make you feel comfortable as a customer. Since we have been a customer and used ASC services we are very happy that our expectations are being met, we have regular meetings to review our investments, discuss and ask questions.”

MR & MRS W

Contact ASC Financial Solutions