With many people changing roles or firms in their career, its not surprising that many pensions are enrolled into over the course of your working life.
We write off to all of your pension providers, free of charge to understand, what you have or don't have within your pensions.
We look to utilise the current pensions first.
Are these suitable, cost effective, performing well, on track to deliver a great outcome?
These are all questions we need to answer together.
It's really important to ensure that guarantees or special benefits are not overlooked, for sake of ease or to keep things all in one place, just for convenience.
We'll cut through the jargon to explain all of the features in your current pensions.
We'll have a great chat about your actual retirement plans and once we know this in full, this will enable us to provide high quality pension advice.
Once the information is clear, retirement plans known and confidence is instilled, we'll get a financial plan in place around your retirement that we can model and continually measure.
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.
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Our FCA Number is 676388
Southcote Financial Limited is an appointed representative of New Leaf Distribution Limited, which are authorised and regulated by the Financial Conduct Authority. Their FCA number is 460421
Southcote Financial Limited is registered in England & Wales No. 09396741. Registered office address: 26 The Green Kings Norton, Birmingham, B38 8SD.
The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK