The options for pensions planning have never been greater and there are a range of pensions to suit everyone’s requirements.
Chartered Financial Planners
Pensions & Retirement
Bringing comfort and
peace of mind in retirement.
Retirement is the longest holiday of our lifetime and it is up to you to make it as financially comfortable as you can. Whether you are looking to start saving towards retirement or want to review your existing pension arrangements, it could be amongst the most important decisions that you might take towards your future.
Pensions legislation in recent years has transformed a serious subject into one where many exciting possibilities now exist. The options for pensions planning have never been greater and there are a range of pensions to suit everyone’s requirements.
At Vesta, we can provide the comprehensive advice you need on personal pension plans, self-invested pensions, pensions for the self-employed, company pension schemes for directors and group pension schemes for employees (including Auto Enrolment and NEST).
How Vesta Can Help
Personal pension plans
How much do you need for retirement, and are you on track to achieve this? It is vital to also have your own savings and investment plan to secure your desired retirement lifestyle as your state pension may not be sufficient to provide this. At Vesta, we can advise on a range of personal pension plans to put you on the right track.
Pension Consolidation
Many people have multiple pension pots from previous jobs and may not be aware of the benefits of reviewing these plans. Often historic pensions have varying rules and investments that may limit your options in retirement. Our pension specialists can help you craft a pension plan which makes best use of your previous pension savings, giving you flexibility and freedom in retirement.
Final Salary pensions
Also known as defined benefit schemes, they carry valuable benefits that can support you and your family in retirement. If you are thinking about transferring to another type of scheme, doing so may or may not be in your interests. Our team can help you work through the issues and come to a good decision.
Meet The Team
Catherine Daniell
Independent Financial Adviser
Matt Gardner MA APFS
Chartered Financial Planner
Steve Jolly
Independent Financial Adviser
Kevin Collier
Independent Financial Adviser
Gary Mirfin ACII APFS
Director
”Thank you so much for all your hard work in preparing the Transfer Analysis Report and cover letter, everything is as I had expected and very much meets my approval. I am so happy to have finally found a company that has understood my request and prepared exactly what I have requested.
GCarlise
”In a very short period you have sorted our pensions problem. What we thought would be a daunting experience was handled for us in a reassuring manner. We are both happy with the arrangements, we are now able to plan our future. Many thanks for everything you have done.
A. & L. BBusiness Owner, Stockton on Tees
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