Looking for pension & Retirement advice? We offer all clients a no-cost and no obligation review at our office, your home or using video conferencing technology!
At Financial Fortress, we maintain the highest levels of service and guarantee no jargon! No long wait times on the phone and easy to reach named & dedicated advisers!
A review with us will ensure you fully understand your plans, maximise your savings & the investments. We are obsessed with ensuring you a successful & secure future.
Your Local Pension Experts!
Authorised and regulated by the Financial Conduct Authority (FCA no 753489), we offer a no cost or obligation initial review meeting. A dedicated expert will be allocated to you, providing the “Financial Fortress 5 star service” in pension advice. We are experts in all things related to pensions, taxation and wealth management!
Pension Retirement Planning – Understanding how much you need to save to retire!
Everybody has their own idea of the perfect retirement but most simply don’t know where to start. Can I afford to retire? When can I give up work? It’s not always easy to know how much you will need to save to achieve this new lifestyle and timing decisions correctly is vital!
Making Things Simple! …
Firstly, What Is A Pension?
What is a pension? Essentially, a pension is simply a “tax wrapper” and all pensions require an “underlying investment”. The tax wrapper itself provides tax relief on your contributions (in other words, where you put money in, the government will also put money in). Your pension savings also grow tax free!
Once the tax wrapper (ie: a pension) is selected as most suitable for you, the actual investment within the pension itself is key, as this is where your potential growth will be generated. We have come across pensions that have not grown for over 10 years! Investments often come with many risks so expert advice is needed.
How much should you pay into your pension?
We understand that it isn’t that simple due to other things in life taking financial priority. However, saving into a pension from as young as possible will significantly increase the amount of money you will have going into retirement.
Why Would You Need Pension and Planning Advice?
If you are looking to save for retirement or have an existing plan and want to make sure your money is working hard and continues to grow, then independent financial advice could be exactly what you need.
Advice will be delivered by a fully qualified, named & dedicated member of our team.
What you get with Financial Fortress
Authorised and Regulated by the Financial Conduct Authority.
No cost or obligation initial review meeting.
A personally named and dedicated expert dedicated to you!
What Our Clients Say!