Pensions & Retirement
Securing a good retirement lifestyle for clients.
When you look to the future, what do you see? What kind of life are you living in “life after work”? By planning ahead now – using expert advice – you can bring those dreams closer to home.
At Hanson Financial Services, we recognise that pensions are a complex area of financial planning. As a result many people put off important decisions which can diminish their lifestyle in retirement later. The reality is that the sooner you start preparing, the better. Our team is at hand to help you navigate the complex landscape of pension planning, pointing out pitfalls and areas of opportunity.
Quite often, the feedback we get from clients after we review their financial plan is: “I never thought that option was possible!” Perhaps you can retire earlier than you previously imagined, or maybe there are investment choices you can make now which could dramatically increase your pension pot later. Our team can provide the insight and analysis you need to make the right decisions for you and your family.
How it works
- We talk through your retirement strategy, goals and position to date – and where you want to take these in the future.
- Our team runs a thorough analysis of your pensions and overall financial plan.
- We put our comprehensive set of recommendations to you, in a clear and actionable plan which is easy to understand.
- We implement the plan and review your portfolio with you regularly, to ensure it moves in the right direction over the long term.
I found Sanjay particularly helpful and extremely patient: my options were spelled out in plain, jargon free English. Sanjay was not the first pensions advisor I had spoken to but he was the most straight forward and down to earth.
If anyone is looking for a professional who is both knowledgeable and trustworthy then Sanjay fits that perfectly. Everything was made simple and fully explained with nothing being too much effort. Sanjay sorted not only all my previous pensions but also those of my wife. Couldn’t be happier
Whereas a number of other local advisors I contacted were not really interested in my particular circumstances as they would not be handling the actual transfer, Sanjay was willing to help from the start. Once engaged, Sanjay's questions made me really think about my financial future and other options, and the final report was far more thorough and detailed than I had expected. At the start this was a process I had to go through, whereas by the time I received the final report, it was a process that I was glad I had gone through and chosen Sanjay to guide me through it.
Discover Our Other Services
Looking to make the best financial decisions across your lifetime? We help by bringing everything together under one cohesive plan which moves you towards your goals.
Savings & Investments
Do you want to grow your wealth? At Hanson, our team can help you craft an investment strategy which mitigates risk and maximises returns.
How do you keep your wealth safe and stored in a tax-efficient way? Our in-house specialists provided the ongoing analysis you need to discern the answers.
Pensions & Retirement
How much do you need for retirement, and how do you get there? Should your income be an annuity or other option? We can help you sift through these complex questions.
Are you paying more tax than is really necessary? Our team provides the leading insight you need to regularly review your tax position and put money back in your pocket.
Need help buying your first home or getting a better mortgage deal? Give yourself the best range of options on the market with the help of an industry specialist.