It's necessary to make sure that your retirement income will be enough when you retire. You may have multiple pension funds in place already, or possibly none at all. An essential step in your wealth management is to ensure that these pensions are performing at their very best if you have one, or setup and managed if you don't.

Pension Review & Retirement Planning

In order to assess your situation and give you the best possible pension advice we will need to understand your previous history and any existing pension contracts you may have. In short we conduct an audit of your present arrangements, including state benefits and any SERPS entitlements.


We will evaluate the level of pension that your current arrangements might expect to provide at retirement which allows us to advise a suitable approach to address any funding gaps between what you want and what you might currently receive..

Reaching Retirement Age

Once you reach retirement we can also advise on the various options available to you, thus ensuring that you take your pension benefits in the most suitable and efficient manner.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

The Next Step...

To find out more about becoming a client of Beals Wealth Management, contact us to arrange an initial meeting at our expense.

Call us on 0330 0538 618 or fill out our contact form and send us a message.

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