Pension Advice
Our financial advisers can help with an existing pension or if you are looking at starting one for the first time.
The internet is not a secure medium and the privacy of your data cannot be guaranteed. Your details will not be stored on our database and therefore will not be used for marketing purposes.
Have you planned your retirement?
Having decided when you want to retire, you should next look at how you’ll want to live. Think of it as a permanent holiday, perhaps?
A rule of thumb might be to aim for an income of a half to two-thirds of your current one – adjusted for inflation and set to keep pace with it in retirement.
Consider what you’ll be doing. Will you be taking more holidays or pursuing an expensive hobby? The chances are, you’ll want to carry on living the same standard as you do now.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
What our clients say about us...
We were recommended to Penny Harris as a mortgage broker, and I can honestly say in dealing with solicitors and estate agents, Penny was by far the most pleasant part of the very stressful experience. My husband and I are both self-employed, and dreaded trying to get a mortgage. Penny made the whole experience so easy. She sorted everything we needed in a short time frame, and kept in contact throughout. This being our first house purchase, we messaged her regularly with questions and it was never too much trouble for her to talk us through everything. I recommend her to everyone, she was such a joy to deal with. Thank you Penny!
We have been working with Andy & his team for over 20yrs ever since we moved from our native Yorkshire to Malvern in Worcestershire. Eureka helped us with all sorts of financial issues at a difficult time for us, this included Mortgages, Re-Mortgages, Financial and Investment advice and also personal pension guidance and advice, always accommodating, pragmatic and willing to work with us to arrive at a solution to any queries or concerns we may have. Working with Eureka is more like working with friends and family always making the difficult minefield of personal finances easy to understand and done in such a way that there's no pressure with regards to the decision making process. They are always my first port of call for anything financial as I find Eureka really are a one stop financial advice shop.
We cannot recommend Asia highly enough for her incredible support and expertise! We needed to mortgage our farmhouse to undertake quite a complicated renovation and building project. We were disappointed to find that our own bank was not interested in helping us, as we didn’t fit standard criteria - despite being loyal customers of theirs for years. Asia went above and beyond to find the right lender for us, successfully navigating the complex requirements of our mortgage application. Her knowledge, persistence and professionalism made all the difference. Thank you so much Asia for your incredible support – we truly couldn’t have done it without you!
Looking to start a pension or have some existing ones?
Thinking of saving for the future but don’t know where to start? Have some existing pensions but are not sure what they are worth?
Looking to start a pension or have some existing ones?
Thinking of saving for the future but don’t know where to start? Have some existing pensions but are not sure what they are worth?
Book an Appointment
Fill out the form below and we will be in touch regarding your enquiry. Or call us on 01299 821160.
The internet is not a secure medium and the privacy of your data cannot be guaranteed. Your details will not be stored on our database and therefore will not be used for marketing purposes.