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Personal Wealth & Retirement Planning

We provide advice and guidance in all aspects of personal pension and wealth planning including the following  areas:

· Reviews of Current Investment and Pension portfolios

· Consolidation of existing pension funds at or before retirement 

· Creating Investment/Pension portfolios to match individual objectives

· Comprehensive ongoing management and servicing of those portfolios

· Inheritance Tax planning 

· Specialist advice in respect of Final Salary Pension Schemes

· Use of fund supermarkets and wraps

Of course, this is not an exhaustive list, as we aim to provide holistic financial planning there are many areas that we haven't been able to cover here so if there is any specific personal financial matter where you require guidance or advice then please feel free to contact us at any time.

To arrange an appointment

  • Call us on 01704 228120 (Southport) 01582 462709 (Harpenden) or 01704 898570 (Burscough)
  • email us at mail@pensionswms.co.uk

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Pensions & Wealth Management Services Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 455109

Pensions and Wealth Management Services, Financial Services, IFA, Independent Financial Adviser, financial planning, financial advice, investment advice, retirement planning, taxation advice, health insurance, corporate advice, Southport, Merseyside, Burscough, Lancashire, Harpenden, Herts, UK