Pensions and retirement specialists
What we do
We’re independent financial advisers committed to your financial future.
Specialising in pensions and retirement planning, we’ll leverage our knowledge to advise you on income withdrawal management, tax, wealth management, and preparing for the unexpected. But we go so much further than that, tailoring recommendations to your circumstances and needs as they evolve.
With a friendly yet efficient approach, you’ll have our full support to rely on as you reach for your financial goals. As we’re regulated by the Financial Conduct Authority and our advice is protected under the Financial Services Compensation Scheme, you’ll also have full peace of mind when acting on our guidance.
Retirement planning and advice
Get ready for your future and move towards your long-term goals.
Income withdrawal management
Maximise your pension income for a comfortable retirement.
Wealth management
Safeguard and grow your assets successfully.
Tax planning and advice
Build for the times to come in the most tax-efficient way.
Protection
Prepare for unexpected life events and keep what’s important safe.
Our process
Building your journey to financial wellbeing.
We pride ourselves with tailored and expert financial advice that’s the foundation of our long-lasting client relationships. Our way of working is both comprehensive and transparent. In the discovery stage, we’ll get to know you and your financial situation. This will enable us to gain a clear understanding of your long-term aims. From here, we can then produce an investment proposal outlining how we’ll work together. The dedicated team here at iPensions Wealth, including your adviser and our client services team, will help you open accounts and transition assets according to the plan as well as review your current portfolio.
Dedicated client portal
Keep track of your investments with iPensions Wealth Connect
On your desktop and as an app on your tablet and smartphone, your finances are beautifully brought together under a single login accessible to you at any time, wherever you are. Our client portal provides a clear, uncomplicated view of your finances in one place. Your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans, and property alongside all the associated paperwork.
Contact us
Want to find out more about how we could help you? Contact our team of financial advisers today.