IFA Pension Advice – Gerrards Cross

Austyn Smith provides IFA Pension Advice in Gerrards Cross

When providing IFA Pension Advice in Gerrards Cross and the surrounding area, we specialise in working with people like you who are actively planning your retirement, whether it’s just around the corner, or years away, we act as a guide to help you financially plan the rest of your life in a safe and secure way.

We have a tested process to help you protect your money, and the knowledge and experience of the last twenty-five years, to help you successfully transition into retirement.

Our ‘Retirement Transformation Process’ means working with you to leave behind the confusion, frustration and vulnerability, and progress forward to a place of, clarity, confidence and peace of mind. 

We are your mountain guide, to help you navigate this journey, so you can:

1. Manage your money more safely
2. Enter retirement with confidence

Enjoy your money with less worry

Below we talk about the steps you have to take to make the most out of your pension.

We have split this up into four sections because some clients have already begun their journey and just need the final part, whereas others have only just begun.

This way, you get to pick where you would like to begin, and so the more information you can provide early on, the higher up the mountain we can start.

Track 1 – The Foothills

1. Track down your pension plans
2. Get a statement from each provider
3. Convert this into something understandable!

Track 2 – Reaching Basecamp

1. Where am I invested?
2. What are the charges?
3. What level of risk am I taking?

Track 3 – The Ascent

1. Does this take me where I want to go?
2. What are my options?
3. What things do I need to consider?

Track 4 – The Descent

1. How do I convert what I have into income?
2. How do I know if it’s sustainable?
3. What happens if something happens to me?

For more information please use the ‘Book a Call’ form or telephone us for an informal chat.