Pensions & Retirement
Untangle what you’ve got. Plan what comes next.
Most self-employed people I meet have three or four old pension pots from previous jobs, no idea what’s in them, and no plan for what happens next. That’s fixable, and it’s usually the first thing we sort together.
What I help with
- Tracking down old pensions (one of my clients had ten lost pots)
- Consolidating into something you actually understand and can monitor
- Starting from zero if you’ve never contributed
- Tax-efficient director pension contributions for Ltd company owners
- Planning the drawdown so retirement actually feels possible
What it looks like
We start with a free discovery call, no forms, no pressure. If it’s a fit, I’ll pull the details together, give you a clear picture of where you stand, and walk you through the options in plain English. Every recommendation comes with the reasoning and the fees, upfront.
Risk warning: The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Transferring out of a final-salary pension is unlikely to be in the best interest of most people.
Ready when you are.
Book a free, no-pressure discovery call. Thirty minutes to figure out if we’re a fit.
Book a free discovery call