Pensions and Retirement Planning
Pensions and Retirement Planning
At Alextra Wealth Management, we believe that everyone needs ongoing expert pension advice both before and after retirement. We have been successfully managing our clients’ retirement plans for years, helping them to preserve family wealth for generations and make informed financial decisions for the future.
How We Can Help
Whether retirement is still far on the horizon for you or you’re nearing retirement, we can review your pension plan, identify any gaps, and recommend ways you can plan for the lifestyle you want. Once we have a retirement strategy in place for you, we will continue to review it regularly to ensure it is performing at its best. We will analyse your pensions, savings, and investments to provide a range of scenarios that allows you to make informed decisions.
Retirement Planning
We specialise in giving our clients the reassurance that the lifestyle they desire for their retirement is within reach. Whether you plan to retire completely, begin a new career, or sell your business, we’ll help you to plan your retirement with confidence. Making the right decisions now can pave the way for a bright and secure future. Perhaps you are new to the world of pensions, need advice on drawing an income, or need a pension review. We’ll tailor our services to suit your needs.
Pensions
No matter what our personal circumstances, financial position, or background, the desire to be secure and comfortable in retirement unites us all. It’s never too early to start a pension and it’s never too late for a pension review. We have access to a broad and diverse range of pension products, all designed to net you the best returns once your working days are over.
A pension is a long-term investment. The fund value may fluctuate and can go down as well as up. Your eventual retirement income may depend on the size of the fund at retirement, future interest rates, and tax legislation.
Help With the Finer Details
Pensions can be complex. We are often approached with questions, all based on the theme of planning a comfortable retirement: “how can I build my life’s savings in the most effective way?”, “how do I draw my pension?”, “when can I afford to retire comfortably?”, and so on. All situations and circumstances are different which is why we tailor our retirement planning and pension services for every client. From consolidating existing pension plans to helping you to create a cash flow plan for retirement, we’re the experts to call.
Ready to Get Started?
Whether you are unsure how to take advantage of new pension freedoms or you’re looking to access your pension to provide an income, we’re here to guide you. Speak to our pension experts today to arrange a free discovery meeting.
Personal Finance
Planning
Plan for the future today. We’re with you for a lifetime of tailored personal financial advice and support.
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Planning
Together with our colleagues at Alextra Accountants, we can formulate a strategy for protecting and growing your business.
Wealth Creation
and Protection
We’re experts in wealth creation, management, and protection and will make your money work hard for you.
Pensions & Retirement
Planning
Let us help you to create a retirement and pension strategy that gets you closer to a secure and relaxed retirement.
Investment Planning &
Risk Management
We’ll help you to get the balance between investment planning and risk management just right.
Tax Planning
Our taxation experts will help to ensure your money is working its hardest and that the tax you pay is fair.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Registered in England and Wales under registration number: 05541620. Registered Address: 7-9 Macon Court, Crewe, Cheshire CW1 6EA Alextra Wealth Management Limited is an appointed representative of 2plan wealth management ltd, which is authorised and regulated by the Financial Conduct Authority. Alextra Wealth Management Limited is entered on the FCA register (www.fca.org.uk) under reference number 808586.