Pensions & Retirement Planning

Google Rating

5.0

Andy Baxendale

14:47 26 Apr 24

Adam and the team have been advising and supporting me and my wife for around 5 years. He has always provided sound advice in a friendly, but professional manner. I recall the first time meeting Adam, and my pensions were such a wide, complex set of portfolios we required extra forms to complete all the information gathering. Since then Adam has rationalised these into a more manageable state.I work in the regulated industry and recently was the subject of an internal audit, Adam and the team rallied to support the long, complex and demanding process.I can't praise the team enough for their outstanding work, so I thought I'd publicly say here how much I value the work they do.

Simon Beckwith

10:12 10 Nov 23

Adam has looked after my financial affairs since I sold my dental practice four years ago .I have always found him thoroughly professional ,independent ,quick to respond ,efficient and very likeable . Building a personal trusting relationship with your financial advisor with regular face to face meetings is so important and in this regard Adam comes up trumps I cannot recommended Adam and his colleagues at FTA highly enough.

Mike Walsh

18:15 05 Jun 22

I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 7 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.

David Wilkinson

09:58 09 Dec 20

Many thanks to Christine for aranging our Directors Life Insurance for our business aquisition loan - she got the best prices and did all the hard work aranging appointments and talking to the GP surgeries. A FANTASIC service.

Koray Feran

08:04 15 Mar 20

Sue Delahunty and more recently Adam Brookbanks have looked after my health insurance, will and financial security arrangements for the best part of 2 decades. They are approachable, communicative, knowledgeable, efficient and have offered very good advice that has given me sustained peace of mind. It has been a pleasure working with them and seeing them grow as a result of hard work and gained trust. For all dental colleagues requiring a balanced and comprehensive approach to their financial planning that will be around for their whole career, I have no hesitation in recommending them..Dr Koray Feran BDS MSc FDSRCSClinical Director LCIAD Ltd

Tim Jones

18:29 26 Feb 20

I’ve benefited from Sue’s and more latterly Adam’s excellent advice for many years. They are efficient, professional and great communicators and have my complete trust. I would certainly recommend them to fellow professionals.

Ashkan Pitchforth

17:14 30 May 19

I have used Christine Hawes at FTA now on a number of occasions. First class service. She is spot on with advice; approachable; always at the end of the phone; and does everything to ensure the cover is in place as required. There is no need for me to go to anyone else because the service is perfect. I would recommend her to all, and will continue to use her services in the future.

john swift

13:02 24 May 19

I have used FTA Financial for many years now. The information given to me has always been concise and easy to follow. The times when their help has been needed I have been able to ask , and the processes completed quickly efficiently and in a personable manner. I'd really recommend them to everyone. Very pleased with every aspect.

AME Erwee

09:32 23 May 19

I have been a client of Sue at FTA Financial & Wealth for many years. I can’t recommend Sue and her team and in particular Christine Hawes highly enough. Through the years, I have been given sound advice and superb professional service from the team, quick and efficient in dealing with any queries and their support absolutely phenomenal!

Mike Walsh

12:15 08 May 19

I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 4 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.

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Whether you are looking to maximise your retirement savings for the future or you wish to ensure your current pensions are suitable for you, FTA Financial & Wealth Management can help you with your pension planning.

Pensions should form a part of everyone’s financial planning and the earlier you start, the more you could benefit. Personal Pensions are now the most tax-efficient and effective financial planning product, with tax-relief on contributions, tax-efficient growth, full flexibility on pension income and no inheritance tax applicable. Your retirement income should ideally last throughout retirement and substantial sums may be required to provide you with your required capital. If you start contributing 15-20+ years before retirement then you have more chance of reaching your objectives, however even if you are later in life there are still constructive steps you can take to increasing your pension pot, including carry-forward of previously unused allowances.

If you already hold pension savings and are approaching retirement then FTA Financial & Wealth Management can help you ensure they are suitable for your requirements, both now and when you choose to start taking pension income. There are many different types of pensions, from simple to versatile, with features available which you can utilise before retirement to aid you financially. FTA Financial & Wealth Management can help review your pensions and your retirement plan to help you stay on track.

Questions answered with an FTA Financial & Wealth Management Pension Review:

How much should I contribute?
What’s the most suitable pension for me now and in retirement?
How and when should I take my retirement income?
How should I invest my pension money?
Are my pensions within the Lifetime Allowance?
Is my current pension performing well?
Does my current pension have high charges?
Can I access my choice of retirement income with my current pension?

Contact us today for a free, no obligation Pension Planning consultation and let us help you plan for retirement.

Please be aware that investments can fall, as well as rise, and that you may not get back the full amount invested.

FTA Financial & Wealth Management Limited is an appointed representative of Beaufort Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales FCA Number 764631. Registered in England and Wales, Registration No.10448788.
Remember, the value of units can fall as well as rise, and you may not get back all of your original investment.
*Tax planning advice and will writing are not regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate some forms of Tax, Offshore Investments, Legal advice, Wills and Trusts. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Pensions & Retirement Planning

Whether you are looking to maximise your retirement savings for the future or you wish to ensure your current pensions are suitable for you, FTA Financial & Wealth Management can help you with your pension planning.

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