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...

I have known Andy Baker and his team for many years and entrust them to provide me with the best advice for my mortgage, pension and life insurance. They are a pleasure to deal with.

Jamie Painter

Google Review

The advice they have given and work that they have done for us has been excellent, Andy takes his time to fully understand your needs and explain (in a language you understand) the products and services that are best suited to your needs.
D & I Anderson

Google Review

Eureka has helped us on numerous occasions with various financial decisions, mortgages and insurances. Andrew always makes the process easy, transparent with the best deals and rates for us. I would recommend Eureka every time.
Dan Barnes

Facebook Review

For more reviews, please visit our Testimonial page here.

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.

Eureka Financial Solutions Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Eureka Financial Solutions Ltd is registered in England number 11567337. Approved by The Openwork Partnership on 15/05/2024.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. No representations are made as to whether the information is applicable in any other country which may have access to it.

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