Helping you to enjoy your retirement

Retiring should be a time for you to relax and enjoy 'what comes next'. However, it can often be a stressful and daunting step to take, with worries about whether you'll have the resources to live the life you want.

We’re pension advisers based in Beckenham, Kent, and we can help you plan, to maximise the value of your pension savings, and to give you the confidence to do the things you want to do in your retirement.

Achieving your financial and life goals

Do you want to travel the world? Start your own business? Or simply relax and enjoy your post-work years?

Whatever your ambitions for your retirement, you want to know that you’ll be financially secure. Your goals are unique, and we’re here to help you think about what you want to do when you retire, and how you’ll fund your desired lifestyle.

Planning for the next generation

Do you want to provide financial help to your children or grandchildren?

Do you have a potential Inheritance Tax liability? Or do you want to take steps to plan for the inter-generational transfer of wealth?

As well as independent retirement advice, we can also help you with your estate and tax planning needs.

Reasons to choose us

As independent pensions advisers, we're free to look at all providers and products in the market. This means you can always be sure that we're acting in your best interests.

Our knowledgeable and qualified team have wide experience in helping clients at all stages of their life. We'll help you to identify, achieve and maintain your desired lifestyle, both now and in later life, without running out of money – or dying with too much.

Creating your dream retirement

We're here to help you to plan for your future. Whether you’re hoping to retire in the next few years or you’re thinking further ahead, we'll work with you to create a financial plan that works now and in the future.

We'll help you answer questions such as:

  • How can I live comfortably now while still planning for my future?
  • Will I have enough money to retire?
  • When can I retire?
  • Do I have enough to live the lifestyle I want?
  • Should I consolidate my existing pensions?

To begin with we need to understand what’s right for you. If you live in Beckenham or the surrounding areas we can do this face to face, but we can also discuss your needs just as effectively remotely. We’ll start by identifying exactly what sort of retirement you want, and what provision you already have in place – whether that is pensions, savings or investments.

We’ll work out where there are any gaps in your financial planning and what steps you need to take now and in the future to achieve your goals.

We’ll then establish a financial plan and continue to work with you to ensure that you remain on track to enjoy the retirement you want.

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Meeting your retirement goals

If you've just started saving, or you've already retired, good quality advice is key. Our independence means we can access solutions from the entire market, giving you the peace of mind that our recommendations are always in your best interests.

Pension consolidation

Over your career you may have worked in several jobs for several employers. It means you could well have paid into a number of pensions, some of which may be experiencing poor growth or high charges.

If you have multiple pensions, we can streamline your retirement planning. As pension consolidation experts, we'll look at the specific rules of each of your pension schemes to ensure you maximise both the benefits and the value of your savings.

Whether your goal is to travel the world, or simply live a comfortable life, ensuring you have sufficient resources in retirement is critical. As independent advisers, we'll work closely with you to establish, review and implement a plan that works for you.

Approaching retirement?

Over recent years, the way that people retire has changed. Pension Freedoms now mean it's possible to take your pension savings in a different way – although with increased flexibility comes increased complexity.

We'll tailor a bespoke plan for your specific circumstances, taking into account the nature of your pension savings and your plans for the future. We'll also ensure your withdrawal strategy is sustainable in the long term.

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ELEVATE FINANCIAL SOLUTUIONS

69 High Street, Beckenham, BR3 1AW

Phone: 0203 8131495

Email: info@elevates.co.uk

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ELEVATE FINANCIAL SOLUTUIONS

69 High Street, Beckenham, BR3 1AW

Phone: 0203 8131495

Email: info@elevates.co.uk