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Pensions & Retirement Planning

Pensions are a tax-efficient way to plan for retirement.

Download our guides and start to understand some of the options that maybe available to you below.

These guides will provide you with valuable information on various options that may be available to you and help you gain a better understanding of the possibilities at retirement. By downloading our guides, you can arm yourself with the tools and knowledge necessary to make informed decisions. Our guides are easy to read and packed with useful information, making them a valuable resource for anyone looking to expand their knowledge and explore some of the options avialable to you at retirement.

A Comprehensive Guide to Your Retirement Options.

This guide is designed to help you navigate the complex world of pensions and retirement planning. It offers a clear overview of the different options available to you from your pension funds and provides valuable information about the state pension and the benefits available from workplace pensions provided by your employer.

With retirement planning being a critical aspect of financial planning, our guide can provide you with the tools and knowledge to make informed decisions that can help you achieve your retirement goals. This guide includes frequently asked questions, and explanations on the different types of pensions available and outlines the benefits and drawbacks of each option, our guide offers a comprehensive overview of the retirement planning landscape.

So, whether you're looking to retire in the near future or simply want to start planning for your retirement, this guide is an essential resource can provide you with the information and insights you need to make informed decisions about your financial future.

Download it today to get started!

Download our comprehensive guide to retirement options here

Independent Advice Backed By Decades of Experience

At Invest Southwest we are fully qualified, Independent Financial Advisers with  access to many products offered by many different providers.

With the state pension age increasing, savings interest rates at an all time low and inflation reducing the value of cash in real terms, it is important now more than ever to ensure we are making adequate provision for retirement. As pension freedoms include the freedom to be irresponsible, as well as flexible and creative, all options should be considered with an open mind.

TALK TO US FOR FREE. Our initial consultation is free of charge, however long it takes. For your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

Call 01823 353970 to speak to a pension adviser


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The Benefits of working with us:

  • WIDE RANGE OF PENSION PRODUCTS - Offering greater choice
  • EXCELLENT INDEPENDENT ADVICE - From fully qualified and experienced advisers

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"Well, what can I say...
Marvellous team, all superbly helpful and patient.
Thank you "

Mrs J, Taunton

Independent Pensions & Retirement Planning Advice

The Financial Conduct Authority does not regulate tax advice.

The value of investments can fall as well as rise. You may get back less than you invest.