Pensions

Pension Advice

Starting, transferring, drawdown, legislation, whatever stage you're at - if you need pensions advice Edinburgh -you're in safe hands.

Pension Advice Edinburgh

Retirement should be one of the most enjoyable and fulfilling stages of your life. It should offer exciting new opportunities and the financial freedom to fulfill your dreams… if you have planned well enough in advance. 

It is essential that you start to plan for your retirement as early as possible, so that you can live comfortably, secure in the knowledge that your lifestyle needs are covered. This will mean careful consideration of your pension fund throughout your working life.

At the heart of planning for your retirement is to make sure you have enough money to enable you to spend your time the way you want to; to do those things you always intended, but never quite managed.

Today, you have a much greater choice about how you spend your accumulated pension fund, but there are also greater risks involved if you get it wrong. The responsibility is yours to make sure your pension savings last as long as you need them to. Typically, this could be between 20 and 30 years, or even longer, which is why it is essential to obtain professional pension advice from a specialist pension adviser.

Retirement funding is one of the biggest financial decisions you will make in your lifetime, and it is now even more complicated.

Our team can assist you with different types of investments, as well as making recommendations as to how your pension investments fit in with your overall Financial plan. We have specific expertise in:
  • advice on starting a pension
  • advice on your pension freedoms
  • advice on unlocking frozen pensions
  • advice on pension transfers & consolidation
  • advice on how to trace lost pensions
  • advice on how best you take your benefits
However, please do get in touch to discuss how we can help you with any area of financial planning, If we can't help you then we probably know someone that can.

A pension is a long-term investment. The fund value may fluctuate and can go down, which could have an impact on the level of pension benefits available.

Your pension could be affected by interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation, which are subject to change in the future.

Why choose Executive Wealth Services?

If you're reading this it's likely you're thinking about making a big decision. Who can you trust to help decide how and when and where to receive the best pension advice? By understanding you, your needs and wants are all unique to you, we are confident of meeting and exceeding your expectations. Executive Wealth Services have a combined experience of over 75 years assisting clients and each member has built a strong reputation for client satisfaction. As we work together, you will realise we're not just pension advisers. Each of your options will be thoroughly explained, mindful of any tax implications and your preferred level of risk. 

Our service is entirely tailored for your circumstances and we will always advise in your best interests.

Contact our Pension Advisers Edinburgh

We are Independent Financial Advisers, however probably better described as Chartered Financial Planners. We do more than just provide a pension adviser, we assist you to plan for a safe Financial future whether you are just beginning your working life, marrying, thinking about kids, actively saving for or at (and beyond) retirement. Your Financial goals and requirements change as you go through life and we want to be with you each step of the way. EWS - Pension Advisers Edinburgh.

Call us now on 0131 564 1222 or type your contact details in the box and a member of the team will give you a call. We'd love to play a part in helping you prepare your future.
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