case Studies
Financial confidence by design.
Calvary
Pensions
Planning for retirement is one of the most important financial decisions you'll make, which is why hiring a trusted pension advisor is crucial. As a local provider of financial services, we help clients across Surrey understand their options and make informed decisions about their future. Whether you’re looking to complete a pension consolidation or a pension drawdown, our experienced team will work with you to review your current arrangements, identify opportunities for improvement, and create a clear strategy tailored to your needs. With our support, you can feel confident that your needs are met securely.
To learn more, please don’t hesitate to contact our team or sign up for our newsletter. Additionally, please read our case studies to discover how our services have helped clients achieve successful outcomes.
Are you a professional expert in your area, empowered to make your own choices, who sees professional relationships as an investment, not a cost?
Have you accumulated a complex financial estate?
Do you desire a clear vision for a secure financial future?
We utilise every aspect of your portfolio to create a bespoke model tailored to help you achieve your goals with confidence, clarity, and control. Our financial services focus on creating and maintaining a strategy that optimises your finances, enabling you to take a proactive approach and capitalise on opportunities ahead of time. With regular monitoring and full flexibility, we ensure that your plan evolves in line with your needs, providing a clear path forward and the ability to adapt at any stage.
Our pension advisors can assist with:
It’s easy to overlook old pensions or misjudge their value. Our pension advisors can help you understand your options and plan effectively for a secure retirement.
State pensions are under pressure worldwide. With longer life expectancies and lower birth rates, starting to save early is crucial to securing a better retirement lifestyle.
A SIPP offers flexible investment options, including business premises, with significant tax advantages. It can strengthen retirement planning and be a smart business decision.
Income tax can often be reduced by utilising allowances, reviewing income sources, managing withdrawals wisely, spreading risk, and ensuring that money is allocated to the right person.
Retirement choices are critical. You can access the whole market, not just your current provider. Transferring may increase flexibility, so seeking professional financial services and advice is essential.
