Saving for the future...
Pension planning and advice might seem complicated, but the basic concept is a simple one; save for the future.
Thanks to ‘pension freedoms’ pension planning has seen a huge increase in recent years with many now opting to take the benefits ‘flexibly,’ and some using them as tools to pass wealth down through the generations.
However, not all plans are the same and specialist advice should be sought when thinking about transferring final salary schemes or dealing with pension plans that contain safeguarded benefits.
It just so happens we have pension specialists in-house ready to provide you with regulated advice when the time comes.
To see how we can help, give our pension planning and advice specialists a call on 01243 767469, or email us from our contact page – we’d be happy to hear from you!
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CHARTERED STATUS
TRUSTWORTHY | RELIABLE | PROFESSIONAL
With Chartered status, we are one of
the leading financial planning practises
in the Chichester area.
NMA TOP 100
PROGRESSIVE | ETHICAL | ORIGINAL
The New Model Adviser Top 100 award
celebrates the best of the UK professional
financial planning community.
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Our financial advisers are checked against
a stringent vetting process and reviewed and
vouched for directly by our clients.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 | Email: hello@lewisbrownlee.co.uk | www.lewisbrownleefinancial.co.uk
Appledram Barns, Birdham Road, Chichester, PO20 7EQ£500-£2,000