Can I move my pension to a different provider? How much will I receive from my pension on retirement? What is an annuity? What is the open market option? What age can I retire?

Retirement provision throws up many questions as it can be a complex area of financial planning for both individuals and businesses. With the state pension age increasing, savings interest rates at an all-time low and inflation reducing the value of cash in real terms, it is important now more than ever to ensure we are making provision for retirement. Businesses also have further changes ahead with the introduction of auto-enrolment, a complicated area that will require additional help from qualified independent financial advisers.

Invest Southwest Bristol uses the latest technology and research tools to help us provide our clients with straight forward, unbiased advice with the aim of achieving your goals and objectives. For many of us this is to live comfortably in retirement and as we are now living many years longer, this requires careful planning.

Please take a look at our Investment Philosophy document, which details our approach.

We are Independent Financial Advisers which means you will receive impartial and unrestricted advice based on a comprehensive and fair analysis of the entire market.

  • Personal Pensions
  • Pension Transfers
  • Self Invested Personal Pensions
  • Annuity
  • Auto Enrolment
  • Open Market Option
  • Draw Down

You are welcome to contact us to book your free initial consultation. For your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

The value of investments can fall as well as rise. You may get back less than you invest.