At Retirement Service
Protect, Preserve & Prosper provides Independent Retirement and income generation advice in North Shropshire, North Wales and the surrounding areas, most of our clients live in Whitchurch, Wem, Malpas, Ellesmere, Oswestry, Nantwich, Market Drayton and Shrewsbury.
We understand that finding the right adviser can be a daunting and confusing process so we aim to make it as straightforward as possible.
Our Independent Retirement service is surprisingly personal, we are happy to have an informal chat over the telephone about your retirement needs or concerns, and we are as keen to make sure we can help you, as you are to find the right adviser.
Whether you need the guaranteed income from an annuity, or the flexiblility of a flexi access drawdown, or a combination of both - (you'd be surpised how common a combined solution can be) or you simply need a guiding hand or 2nd opinion we are confident we can add value.
The recent rule changes have made Annuities and Flexi Access drawdown far more user friendly for you, but also extremely tax friendly should you wish them to pass to the next generation if not needed. Reviewing and updating them is a very common and popular service we provide.
Depending on your individual needs we can provide advice on pension drawdown options, Annuities in their various forms - enhanced, fixed and investment linked and of course the availablity of tax free cash and death benefits for partners or spouses to children and grandchildren.
Changing your pensions from the 'building up stage' to the 'generating income stage' is a major financial decision and should not be taken lightly. Seeking advice before making a decision will ensure you understand your options and don't make a costly mistake.
We are professional, friendly, approachable and happy to answer any questions you may have without obligation.
Our aim is to become your trusted adviser.
The value of your Pension can go down as well as up and you could receive back less than you invested.