You may have heard that back in August 2019 we officially launched Acquire Wealth – sister company to Lifeplan. As a little reminder, behind the scenes are the same expert Financial Planners Kate and Gary, supported by Abigail.
We launched Acquire Wealth because we wanted to make high-quality financial advice more accessible, to more people. One of the challenges we often hear is that people aren’t very happy with, or don’t fully understand, their pensions.
To solve this, we have developed a simple, thorough, pension review service.
We want you to get the most out of your future retirement, whatever age you may currently be. You don’t have to settle for poor investment returns, unnecessarily high charges and no defined plan of action.
Whether it’s tracking down lost workplace pensions, analysing old schemes with a view to consolidating them, or planning the best way to take retirement income, you can achieve all of this with a pension review from Acquire Wealth.
Take control of your pensions
The average life expectancy in the UK has increased about ten years since 1970 – we are living longer than ever. You could, realistically, be retired for more than thirty years. This means we need to plan today to achieve your future goals.
The introduction of Auto Enrolment has also meant that more people than ever have got a Workplace pension. We are also more likely to change careers more often than previous generations, so it’s not uncommon for people to have numerous pensions, with no clear investment strategy shared between them. Ultimately, this can lead to:
- Poor investment returns
- Unnecessary admin for you
- Excessive charges
With a free pension review, we can give you full control of your retirement.
Whether you picture yourself working for ten, fifteen or twenty more years, retirement planning can begin at any age. But if you’re hoping to retire with enough income to achieve your goals, it’s never too early to start. The peace of mind that comes from understanding your pensions is invaluable.
The benefits of a pension review
In a snapshot, you will know all of your pensions values, where they are invested, how much they cost and if they have any valuable guarantees, such as a guaranteed annuity rate.
Then, we’ll provide our recommendations based on your existing pension data, your personal circumstances and your retirement goals. Following your review, you will be in total control of your retirement. Benefits often include:
- A defined retirement plan with measurable goals
- A better understanding of how your pensions can work for you
- Simplified administration, with online access to your pension information
- Improved investment returns
- Lower charges
We want you to acquire focus, security, happiness and organisation.
How Acquire Wealth delivers your pension review
Where you live is often a limiting factor when trying to find a great financial adviser. To overcome this, we offer online chat and video calls via Skype.
Of course, you’re still more than welcome to pop in for a cuppa if you’re local. Naturally, you don’t pay anything for the initial meeting, it’s simply an opportunity to get to know each other.
The Acquire Wealth way
Gary and Kate are both highly qualified, possessing accreditations such as Chartered Financial Planner, Certified Financial Planner and Fellow of the Personal Finance Society. To secure Chartered status, firms must demonstrate:
- The highest levels of technical knowledge through professional qualifications
- A commitment to the ongoing development of our skills and knowledge
- An adherence to ethical conduct
Gary and Kate are both also named in The Times ‘2020 Guide To The UK’s Top Rated Financial Advisers’ compiled by VouchedFor.
At Acquire Wealth we are professional yet friendly, personable and genuinely interested in you. We believe it’s our duty to make you feel as comfortable as possible, both at meetings and in our ongoing relationship as your trusted adviser.
If you feel you might benefit from a pension review, don’t hesitate to get in touch. Equally, if you have colleagues, friends or family that may find our pension review service valuable, please point them our way – info@acquirewealth.uk or 01207 423178.
