Pension Review Service

Planning For Retirement

With life expectancy rising and a lower birth rate than historical norms, funding retirement for all is becoming more precarious. A 65-year-old today is expected to live until 83 or even older, this creates a situation where an average retirement could last 30 plus years.

Your Current Position

It is important to take stock of your position at the moment as your future circumstances are dependent on your current actions. How many employee pension plans have you enrolled in? Have you taken out one or more private pension plans? What is your overall financial position?

Look into what you are going to be able to afford or better yet use a licensed professional financial adviser to see what money will be available to you. We offer a review to help you take charge of your future looking at the latest options available and planning to give you access to the best possible pension income.

Switching Pensions

Much to do with pensions is not explained clearly enough by the government alone. Many are unaware that they can switch pension providers and just like your credit card or mortgage staying with the same provider may cost you more money.

When deciding whether switching providers is best for you don’t just look at money alone, consider the increased freedoms modern pension schemes offer.

We would love to hear from you with any Financial Services questions or queries that you may have.

But before you contact us why not checkout some of our customer testimonials below:

For more customer testimonials please visit our testimonials page.

Very satisfied with the advice given and dealt with Debbie for many years and found her again via the internet and very pleased I have
Mrs F – Ipswich, Suffolk.

Overall very happy with it and much more comfortable with the lower risk of my existing investment
Mrs L – Trimley St Mary Felixstowe, Suffolk.

We were both extremely happy with all the recommendations we received from Debbie and were more than happy to follow her advice on our investments
Mr & Mrs H – Felixstowe, Suffolk.

Get in Touch

We are always looking for new ways to exceed our clients expectations.
Feel free to contact us.


9am till 5pm Mon to Thu

9am till 4pm Fridays

Closed Saturday and Sunday



Braintree - 01376 743595

Felixstowe - 01394 775711

4 + 3 =