Pension Planning is one of the most important areas of your finances to consider, unfortunately most people do not review their plans until it is too late. With people living longer and having higher expectations of what retirement will look like it is imperative that you begin planning for your retirement as early as possible.
As Independent Financial Advisers (IFA’s) we will explore the avenues available to you and make the most suitable recommendation to suit your needs and budget.
Initially a full review of your existing plans will be undertaken to ensure that they are fit for purpose and meet your aspirations for the future. We will then carry out a full review of the market place to find the most suitable provider to help you achieve your goals.
The pension market is much larger and more complex than ever due to an ever increasing range of products designed to meet individual’s needs. For instance, do you require a basic pension such a s a stakeholder or would you like a wider range of investment choices that a personal pension may offer, or indeed would you like to manage your own affairs such as is offered by a Self Invested Personal Pension (SIPP).
With the many pension products available choosing the right pension plan can be like navigating a mine field. As an IFA we are here to help guide you through this and ensure that you make the correct decisions in respect of your current pension needs and future aspirations.
We offer a free initial review either in your home or with one of our advisers in London, Beckenham, Bromley and all over the South East.
Pension Adviser London (Crystal Palace) 02087685796
Pension Adviser Beckenham 07920854906
Pension Adviser Bromley 07824444887
Or alternatively Contact us via the online form.
IFA Pension SE19, IFA Pension Beckenham, IFA Pension Bromley, IFA Pension London, IFA Pension Crystal Palace, IFA Pension South East, IFA Pension Surrey.

The information provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK.

This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Prospect Tree Financial Services Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. Prospect Tree Financial Services Ltd is entered on the Financial Services Register ( under reference 500317.Prospect Tree Financial Services Ltd is Registered in England and Wales under reference 06755965.

Registered address : 10 Chestnut Ave, West Wickham, Kent, BR4 9ES